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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 | $105,051 | $182,442-42.4% | $163,379-35.7% | $138,895-24.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.51% | 72.74%-54.2pp | 63.41%-44.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,405 | $4,159+5.9% | $3,752+17.4% | $4,194+5.0% |
| Participant deferral / active EE | $7,518 | $6,817+10.3% | $6,282+19.7% | $6,396+17.5% |
| Admin fee / account holder | $3,539 | $10,396-66.0% | $9,818-64.0% | $12,562-71.8% |