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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 | $96,191 | $148,629-35.3% | $135,982-29.3% | $139,487-31.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 30.34% | 79.33%-49.0pp | 68.32%-38.0pp | 373.84%-343.5pp |
| Employer contribution / active EE | $1,399 | $5,247-73.3% | $4,859-71.2% | $4,755-70.6% |
| Participant deferral / active EE | $8,476 | $8,102+4.6% | $7,760+9.2% | $6,713+26.3% |
| Admin fee / account holder | $393 | $12,406-96.8% | $10,767-96.4% | $11,407-96.6% |