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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 | $99,315 | $175,231-43.3% | $149,696-33.7% | $139,466-28.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.01% | 166.77%-147.8pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,363 | $5,478-56.9% | $4,821-51.0% | $4,754-50.3% |
| Participant deferral / active EE | $4,744 | $6,521-27.2% | $5,682-16.5% | $6,712-29.3% |
| Admin fee / account holder | $1,568 | $16,155-90.3% | $13,212-88.1% | $11,409-86.3% |