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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 | $154,228-34.7% | $145,433-30.7% | $137,256-26.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,788 | $4,804+20.5% | $4,554+27.1% | $4,156+39.3% |
| Participant deferral / active EE | $13,319 | $8,216+62.1% | $7,897+68.6% | $6,407+107.9% |
| Admin fee / account holder | $373 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |