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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 | $106,526 | $166,089-35.9% | $164,928-35.4% | $145,978-27.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 16.96% | 100.26%-83.3pp | 70.08%-53.1pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,662 | $5,276-49.6% | $4,343-38.7% | $4,662-42.9% |
| Participant deferral / active EE | $5,304 | $6,961-23.8% | $6,034-12.1% | $6,690-20.7% |
| Admin fee / account holder | $432 | $16,641-97.4% | $12,684-96.6% | $13,400-96.8% |