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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 | $98,172 | $185,312-47.0% | $161,489-39.2% | $154,746-36.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.57% | 103.84%-85.3pp | 89.72%-71.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,477 | $4,769-69.0% | $4,268-65.4% | $4,379-66.3% |
| Participant deferral / active EE | $12,756 | $6,350+100.9% | $5,630+126.6% | $6,730+89.5% |
| Admin fee / account holder | $37,118 | $18,654+99.0% | $16,006+131.9% | $14,365+158.4% |