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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 | $74,142 | $148,629-50.1% | $135,982-45.5% | $139,487-46.8% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 15.16% | 79.33%-64.2pp | 68.32%-53.2pp | 373.84%-358.7pp |
| Employer contribution / active EE | $4,172 | $5,247-20.5% | $4,859-14.1% | $4,755-12.2% |
| Participant deferral / active EE | $8,720 | $8,102+7.6% | $7,760+12.4% | $6,713+29.9% |
| Admin fee / account holder | $5,611 | $12,406-54.8% | $10,767-47.9% | $11,407-50.8% |