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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 | $132,182 | $166,242-20.5% | $165,071-19.9% | $145,884-9.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 11.24% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,367 | $5,283-55.2% | $4,347-45.6% | $4,662-49.2% |
| Participant deferral / active EE | $8,896 | $6,964+27.7% | $6,035+47.4% | $6,690+33.0% |
| Admin fee / account holder | $1,241 | $16,658-92.6% | $12,695-90.2% | $13,392-90.7% |