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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 | $100,770 | $162,136-37.8% | $152,301-33.8% | $154,746-34.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.04% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $5,788 | $4,890+18.4% | $4,624+25.2% | $4,379+32.2% |
| Participant deferral / active EE | $13,319 | $8,341+59.7% | $8,004+66.4% | $6,730+97.9% |
| Admin fee / account holder | $373 | $15,759-97.6% | $14,398-97.4% | $14,365-97.4% |