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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 | $118,667 | $175,259-32.3% | $149,723-20.7% | $139,487-14.9% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.2pp |
| Annual return | 16.37% | 166.82%-150.5pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,356 | $5,478-57.0% | $4,821-51.1% | $4,755-50.4% |
| Participant deferral / active EE | $7,181 | $6,522+10.1% | $5,682+26.4% | $6,713+7.0% |
| Admin fee / account holder | $2,609 | $16,158-83.9% | $13,215-80.3% | $11,407-77.1% |