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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 | $156,983 | $227,633-31.0% | $189,597-17.2% | $167,553-6.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 23.37% | 78.45%-55.1pp | 64.20%-40.8pp | 478.89%-455.5pp |
| Employer contribution / active EE | $4,359 | $5,317-18.0% | $4,412-1.2% | $4,840-9.9% |
| Participant deferral / active EE | $7,378 | $7,003+5.3% | $6,174+19.5% | $6,343+16.3% |
| Admin fee / account holder | $821 | $11,879-93.1% | $9,807-91.6% | $12,316-93.3% |