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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 | $99,644 | $135,956-26.7% | $123,894-19.6% | $273,972-63.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.77% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $4,502 | $5,170-12.9% | $4,617-2.5% | $4,869-7.5% |
| Participant deferral / active EE | $19,978 | $6,343+215.0% | $5,984+233.9% | $5,287+277.9% |
| Admin fee / account holder | $17,846 | $9,817+81.8% | $8,357+113.5% | $10,133+76.1% |