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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 | $118,756 | $183,592-35.3% | $155,574-23.7% | $145,877-18.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.74% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,624 | $5,317-50.6% | $4,676-43.9% | $4,663-43.7% |
| Participant deferral / active EE | $6,719 | $6,466+3.9% | $5,629+19.4% | $6,691+0.4% |
| Admin fee / account holder | $1,575 | $19,316-91.8% | $15,914-90.1% | $13,402-88.2% |