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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 | $102,267 | $183,516-44.3% | $155,534-34.2% | $145,884-29.9% |
| Participation rate | 39.1% | 82.7%-43.6pp | 78.2%-39.1pp | 80.3%-41.2pp |
| Annual return | 24.22% | 61.43%-37.2pp | 64.92%-40.7pp | 551.85%-527.6pp |
| Employer contribution / active EE | $2,866 | $5,315-46.1% | $4,675-38.7% | $4,662-38.5% |
| Participant deferral / active EE | $6,675 | $6,467+3.2% | $5,630+18.6% | $6,690-0.2% |
| Admin fee / account holder | $1,804 | $19,293-90.6% | $15,900-88.7% | $13,392-86.5% |