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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 | $144,448 | $183,516-21.3% | $155,534-7.1% | $145,884-1.0% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 11.36% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,283 | $5,315-57.0% | $4,675-51.2% | $4,662-51.0% |
| Participant deferral / active EE | $3,525 | $6,467-45.5% | $5,630-37.4% | $6,690-47.3% |
| Admin fee / account holder | $6,498 | $19,293-66.3% | $15,900-59.1% | $13,392-51.5% |