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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 | $89,062 | $183,516-51.5% | $155,534-42.7% | $145,884-38.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.30% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,620 | $5,315-31.9% | $4,675-22.6% | $4,662-22.3% |
| Participant deferral / active EE | $4,925 | $6,467-23.8% | $5,630-12.5% | $6,690-26.4% |
| Admin fee / account holder | $1,691 | $19,293-91.2% | $15,900-89.4% | $13,392-87.4% |