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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 | $101,338 | $198,462-48.9% | $170,439-40.5% | $147,585-31.3% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 18.90% | 257.30%-238.4pp | 205.94%-187.0pp | 578.58%-559.7pp |
| Employer contribution / active EE | $2,624 | $6,184-57.6% | $5,433-51.7% | $4,876-46.2% |
| Participant deferral / active EE | $4,070 | $5,629-27.7% | $4,939-17.6% | $5,439-25.2% |
| Admin fee / account holder | $1,808 | $16,852-89.3% | $13,881-87.0% | $10,886-83.4% |