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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 | $83,914 | $159,978-47.5% | $147,041-42.9% | $145,978-42.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.25% | 98.36%-81.1pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $3,254 | $5,288-38.5% | $4,935-34.1% | $4,662-30.2% |
| Participant deferral / active EE | $7,476 | $8,429-11.3% | $8,071-7.4% | $6,690+11.8% |
| Admin fee / account holder | $1,835 | $15,053-87.8% | $13,006-85.9% | $13,400-86.3% |