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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 | $90,173 | $148,629-39.3% | $135,982-33.7% | $139,487-35.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.40% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,553 | $5,247-51.3% | $4,859-47.5% | $4,755-46.3% |
| Participant deferral / active EE | $7,162 | $8,102-11.6% | $7,760-7.7% | $6,713+6.7% |
| Admin fee / account holder | $539 | $12,406-95.7% | $10,767-95.0% | $11,407-95.3% |