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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 | $100,256 | $172,111-41.7% | $150,298-33.3% | $137,256-27.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.85% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $11,125 | $4,636+140.0% | $4,154+167.8% | $4,156+167.7% |
| Participant deferral / active EE | $29,852 | $6,166+384.2% | $5,453+447.5% | $6,407+365.9% |
| Admin fee / account holder | $1,928 | $16,471-88.3% | $14,116-86.3% | $12,270-84.3% |