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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 | $102,453 | $196,972-48.0% | $182,262-43.8% | $198,609-48.4% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.43% | 158.27%-143.8pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $3,549 | $5,364-33.8% | $5,046-29.7% | $5,055-29.8% |
| Participant deferral / active EE | $5,509 | $8,643-36.3% | $8,276-33.4% | $6,977-21.0% |
| Admin fee / account holder | $8,611 | $18,429-53.3% | $16,712-48.5% | $19,030-54.8% |