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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 | $106,065 | $176,794-40.0% | $146,647-27.7% | $167,553-36.7% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 17.44% | 24.04%-6.6pp | 22.75%-5.3pp | 478.89%-461.4pp |
| Employer contribution / active EE | $2,532 | $5,161-50.9% | $4,137-38.8% | $4,840-47.7% |
| Participant deferral / active EE | $6,259 | $6,440-2.8% | $5,506+13.7% | $6,343-1.3% |
| Admin fee / account holder | $1,548 | $13,262-88.3% | $10,281-84.9% | $12,316-87.4% |