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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 | $100,751 | $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 | 25.50% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,000 | $4,804-58.4% | $4,554-56.1% | $4,156-51.9% |
| Participant deferral / active EE | $11,250 | $8,216+36.9% | $7,897+42.5% | $6,407+75.6% |
| Admin fee / account holder | $759 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |