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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 | $102,150 | $156,398-34.7% | $147,318-30.7% | $138,895-26.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.62% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,470 | $4,853-28.5% | $4,593-24.5% | $4,194-17.3% |
| Participant deferral / active EE | $9,512 | $8,237+15.5% | $7,906+20.3% | $6,396+48.7% |
| Admin fee / account holder | $4,705 | $14,976-68.6% | $13,708-65.7% | $12,562-62.5% |