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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 | $82,087 | $183,516-55.3% | $155,534-47.2% | $145,884-43.7% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 10.78% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,133 | $5,315-59.9% | $4,675-54.4% | $4,662-54.2% |
| Participant deferral / active EE | $6,910 | $6,467+6.9% | $5,630+22.7% | $6,690+3.3% |
| Admin fee / account holder | $2,170 | $19,293-88.8% | $15,900-86.4% | $13,392-83.8% |