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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 | $108,383 | $183,592-41.0% | $155,574-30.3% | $145,877-25.7% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 23.13% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,427 | $5,317-54.4% | $4,676-48.1% | $4,663-48.0% |
| Participant deferral / active EE | $7,577 | $6,466+17.2% | $5,629+34.6% | $6,691+13.2% |
| Admin fee / account holder | $2,853 | $19,316-85.2% | $15,914-82.1% | $13,402-78.7% |