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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 | $135,377 | $175,259-22.8% | $149,723-9.6% | $139,487-2.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.92% | 166.82%-145.9pp | 134.50%-113.6pp | 373.84%-352.9pp |
| Employer contribution / active EE | $3,640 | $5,478-33.6% | $4,821-24.5% | $4,755-23.4% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $2,300 | $16,158-85.8% | $13,215-82.6% | $11,407-79.8% |