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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,352 | $154,228-34.3% | $145,433-30.3% | $137,256-26.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 14.36% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,511 | $4,804-68.5% | $4,554-66.8% | $4,156-63.6% |
| Participant deferral / active EE | $8,688 | $8,216+5.7% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $812 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |