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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 | $105,827 | $183,539-42.3% | $155,556-32.0% | $145,897-27.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 25.72% | 61.31%-35.6pp | 64.84%-39.1pp | 552.29%-526.6pp |
| Employer contribution / active EE | $2,083 | $5,315-60.8% | $4,675-55.4% | $4,663-55.3% |
| Participant deferral / active EE | $4,028 | $6,467-37.7% | $5,631-28.5% | $6,689-39.8% |
| Admin fee / account holder | $742 | $19,275-96.1% | $15,885-95.3% | $13,390-94.5% |