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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 | $153,486 | $196,972-22.1% | $182,262-15.8% | $198,609-22.7% |
| Participation rate | 54.5% | 85.7%-31.2pp | 84.2%-29.7pp | 82.4%-27.8pp |
| Annual return | 14.62% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $2,257 | $5,364-57.9% | $5,046-55.3% | $5,055-55.4% |
| Participant deferral / active EE | $8,741 | $8,643+1.1% | $8,276+5.6% | $6,977+25.3% |
| Admin fee / account holder | $3,296 | $18,429-82.1% | $16,712-80.3% | $19,030-82.7% |