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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 | $109,563 | $148,623-26.3% | $135,974-19.4% | $139,466-21.4% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 18.15% | 79.30%-61.1pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,103 | $5,246-59.9% | $4,859-56.7% | $4,754-55.8% |
| Participant deferral / active EE | $7,868 | $8,103-2.9% | $7,760+1.4% | $6,712+17.2% |
| Admin fee / account holder | $2,396 | $12,406-80.7% | $10,767-77.7% | $11,409-79.0% |