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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 | $181,062-44.6% | $158,223-36.6% | $155,188-35.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 14.85% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $11,125 | $4,565+143.7% | $4,109+170.8% | $4,248+161.9% |
| Participant deferral / active EE | $29,852 | $6,134+386.6% | $5,467+446.1% | $6,531+357.1% |
| Admin fee / account holder | $1,928 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |