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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 | $162,136-43.8% | $152,301-40.1% | $154,746-41.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 36.46% | 91.02%-54.6pp | 80.50%-44.0pp | 172.34%-135.9pp |
| Employer contribution / active EE | $4,875 | $4,890-0.3% | $4,624+5.4% | $4,379+11.3% |
| Participant deferral / active EE | $15,038 | $8,341+80.3% | $8,004+87.9% | $6,730+123.4% |
| Admin fee / account holder | $312 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |