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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 | $133,090 | $227,399-41.5% | $189,758-29.9% | $198,609-33.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 79.8%-10.6pp | 82.4%-13.1pp |
| Annual return | 14.53% | 61.03%-46.5pp | 52.62%-38.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,242 | $5,526-59.4% | $4,767-53.0% | $5,055-55.6% |
| Participant deferral / active EE | $3,333 | $6,837-51.3% | $5,856-43.1% | $6,977-52.2% |
| Admin fee / account holder | $389 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |