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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 | $87,916 | $148,629-40.8% | $135,982-35.3% | $139,487-37.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 28.94% | 79.33%-50.4pp | 68.32%-39.4pp | 373.84%-344.9pp |
| Employer contribution / active EE | $2,163 | $5,247-58.8% | $4,859-55.5% | $4,755-54.5% |
| Participant deferral / active EE | $2,825 | $8,102-65.1% | $7,760-63.6% | $6,713-57.9% |
| Admin fee / account holder | $14,233 | $12,406+14.7% | $10,767+32.2% | $11,407+24.8% |