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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 | $119,238 | $183,539-35.0% | $155,556-23.3% | $145,897-18.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 18.10% | 61.31%-43.2pp | 64.84%-46.7pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,153 | $5,315-59.5% | $4,675-54.0% | $4,663-53.8% |
| Participant deferral / active EE | $6,106 | $6,467-5.6% | $5,631+8.4% | $6,689-8.7% |
| Admin fee / account holder | $1,695 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |