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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 | $91,199 | $154,228-40.9% | $145,433-37.3% | $137,256-33.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 36.46% | 74.59%-38.1pp | 66.58%-30.1pp | 220.34%-183.9pp |
| Employer contribution / active EE | $4,875 | $4,804+1.5% | $4,554+7.0% | $4,156+17.3% |
| Participant deferral / active EE | $15,038 | $8,216+83.0% | $7,897+90.4% | $6,407+134.7% |
| Admin fee / account holder | $312 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |