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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 | $183,592-42.4% | $155,574-32.0% | $145,877-27.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 25.72% | 61.37%-35.7pp | 64.87%-39.1pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,083 | $5,317-60.8% | $4,676-55.4% | $4,663-55.3% |
| Participant deferral / active EE | $4,028 | $6,466-37.7% | $5,629-28.4% | $6,691-39.8% |
| Admin fee / account holder | $742 | $19,316-96.2% | $15,914-95.3% | $13,402-94.5% |