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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 | $119,706 | $183,516-34.8% | $155,534-23.0% | $145,884-17.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.55% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,011 | $5,315-43.4% | $4,675-35.6% | $4,662-35.4% |
| Participant deferral / active EE | $6,338 | $6,467-2.0% | $5,630+12.6% | $6,690-5.3% |
| Admin fee / account holder | $961 | $19,293-95.0% | $15,900-94.0% | $13,392-92.8% |