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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 | $110,755 | $148,623-25.5% | $135,974-18.5% | $139,466-20.6% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.43% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,766 | $5,246-66.3% | $4,859-63.6% | $4,754-62.8% |
| Participant deferral / active EE | $5,656 | $8,103-30.2% | $7,760-27.1% | $6,712-15.7% |
| Admin fee / account holder | $4,106 | $12,406-66.9% | $10,767-61.9% | $11,409-64.0% |