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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 | $120,542 | $211,239-42.9% | $178,528-32.5% | $145,877-17.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.66% | 30.22%-15.6pp | 27.11%-12.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,275 | $4,570-6.5% | $3,950+8.2% | $4,663-8.3% |
| Participant deferral / active EE | $5,878 | $6,963-15.6% | $6,278-6.4% | $6,691-12.1% |
| Admin fee / account holder | $1,139 | $12,095-90.6% | $10,419-89.1% | $13,402-91.5% |