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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 | $111,548 | $166,131-32.9% | $164,975-32.4% | $145,877-23.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 12.92% | 100.37%-87.5pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,936 | $5,276-63.3% | $4,343-55.4% | $4,663-58.5% |
| Participant deferral / active EE | $6,586 | $6,962-5.4% | $6,033+9.2% | $6,691-1.6% |
| Admin fee / account holder | $1,257 | $16,648-92.4% | $12,688-90.1% | $13,402-90.6% |