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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 | $116,365 | $183,627-36.6% | $155,602-25.2% | $145,978-20.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 10.47% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,082 | $5,316-60.8% | $4,675-55.5% | $4,662-55.3% |
| Participant deferral / active EE | $3,714 | $6,466-42.6% | $5,629-34.0% | $6,690-44.5% |
| Admin fee / account holder | $1,931 | $19,327-90.0% | $15,923-87.9% | $13,400-85.6% |