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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 | $100,836 | $185,312-45.6% | $161,489-37.6% | $154,746-34.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.57% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,524 | $4,769-68.0% | $4,268-64.3% | $4,379-65.2% |
| Participant deferral / active EE | $4,409 | $6,350-30.6% | $5,630-21.7% | $6,730-34.5% |
| Admin fee / account holder | $1,201 | $18,654-93.6% | $16,006-92.5% | $14,365-91.6% |