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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 | $124,353 | $166,242-25.2% | $165,071-24.7% | $145,884-14.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 20.18% | 100.44%-80.3pp | 70.17%-50.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,879 | $5,283-45.5% | $4,347-33.8% | $4,662-38.3% |
| Participant deferral / active EE | $6,244 | $6,964-10.3% | $6,035+3.5% | $6,690-6.7% |
| Admin fee / account holder | $3,639 | $16,658-78.2% | $12,695-71.3% | $13,392-72.8% |