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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 | $85,398 | $148,623-42.5% | $135,974-37.2% | $139,466-38.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.62% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,302 | $5,246-56.1% | $4,859-52.6% | $4,754-51.6% |
| Participant deferral / active EE | $7,714 | $8,103-4.8% | $7,760-0.6% | $6,712+14.9% |
| Admin fee / account holder | $1,919 | $12,406-84.5% | $10,767-82.2% | $11,409-83.2% |