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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 | $94,121 | $148,582-36.7% | $135,942-30.8% | $139,456-32.5% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 20.65% | 79.26%-58.6pp | 68.28%-47.6pp | 373.45%-352.8pp |
| Employer contribution / active EE | $2,176 | $5,245-58.5% | $4,858-55.2% | $4,753-54.2% |
| Participant deferral / active EE | $4,852 | $8,101-40.1% | $7,759-37.5% | $6,711-27.7% |
| Admin fee / account holder | $2,216 | $12,402-82.1% | $10,764-79.4% | $11,407-80.6% |