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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 | $136,024 | $175,259-22.4% | $149,723-9.1% | $139,487-2.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.41% | 166.82%-149.4pp | 134.50%-117.1pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,545 | $5,478-53.6% | $4,821-47.2% | $4,755-46.5% |
| Participant deferral / active EE | $9,517 | $6,522+45.9% | $5,682+67.5% | $6,713+41.8% |
| Admin fee / account holder | $1,600 | $16,158-90.1% | $13,215-87.9% | $11,407-86.0% |