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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 | $123,226 | $148,629-17.1% | $135,982-9.4% | $139,487-11.7% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 18.36% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $4,170 | $5,247-20.5% | $4,859-14.2% | $4,755-12.3% |
| Participant deferral / active EE | $8,235 | $8,102+1.6% | $7,760+6.1% | $6,713+22.7% |
| Admin fee / account holder | $22,672 | $12,406+82.7% | $10,767+110.6% | $11,407+98.8% |