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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 | $112,178 | $183,539-38.9% | $155,556-27.9% | $145,897-23.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 27.57% | 61.31%-33.7pp | 64.84%-37.3pp | 552.29%-524.7pp |
| Employer contribution / active EE | $3,590 | $5,315-32.5% | $4,675-23.2% | $4,663-23.0% |
| Participant deferral / active EE | $8,269 | $6,467+27.9% | $5,631+46.9% | $6,689+23.6% |
| Admin fee / account holder | $1,632 | $19,275-91.5% | $15,885-89.7% | $13,390-87.8% |