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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 | $105,343 | $132,634-20.6% | $115,768-9.0% | $137,256-23.3% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 17.22% | 160.70%-143.5pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,836 | $3,360-45.4% | $2,940-37.6% | $4,156-55.8% |
| Participant deferral / active EE | $7,012 | $5,619+24.8% | $4,917+42.6% | $6,407+9.4% |
| Admin fee / account holder | $2,254 | $15,028-85.0% | $12,439-81.9% | $12,270-81.6% |