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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 | $106,763 | $166,131-35.7% | $164,975-35.3% | $145,877-26.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 17.83% | 100.37%-82.5pp | 70.12%-52.3pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,328 | $5,276-55.9% | $4,343-46.4% | $4,663-50.1% |
| Participant deferral / active EE | $3,176 | $6,962-54.4% | $6,033-47.4% | $6,691-52.5% |
| Admin fee / account holder | $1,604 | $16,648-90.4% | $12,688-87.4% | $13,402-88.0% |