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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 | $101,501 | $201,259-49.6% | $184,200-44.9% | $145,959-30.5% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 18.93% | 28.98%-10.1pp | 28.80%-9.9pp | 561.95%-543.0pp |
| Employer contribution / active EE | $2,708 | $7,018-61.4% | $6,424-57.8% | $4,661-41.9% |
| Participant deferral / active EE | $14,004 | $9,806+42.8% | $9,132+53.4% | $6,689+109.4% |
| Admin fee / account holder | $884 | $16,372-94.6% | $13,907-93.6% | $13,398-93.4% |