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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 | $72,099 | $196,972-63.4% | $182,262-60.4% | $198,609-63.7% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 15.27% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,333 | $5,364-56.5% | $5,046-53.8% | $5,055-53.9% |
| Participant deferral / active EE | $9,636 | $8,643+11.5% | $8,276+16.4% | $6,977+38.1% |
| Admin fee / account holder | $9,548 | $18,429-48.2% | $16,712-42.9% | $19,030-49.8% |