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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 | $105,832 | $150,207-29.5% | $120,380-12.1% | $145,978-27.5% |
| Participation rate | 61.1% | 78.8%-17.7pp | 71.9%-10.8pp | 80.3%-19.2pp |
| Annual return | 16.74% | 154.28%-137.5pp | 107.28%-90.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,233 | $4,351-48.7% | $3,465-35.5% | $4,662-52.1% |
| Participant deferral / active EE | $3,429 | $6,175-44.5% | $4,992-31.3% | $6,690-48.7% |
| Admin fee / account holder | $1,649 | $12,203-86.5% | $9,421-82.5% | $13,400-87.7% |