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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 | $101,976 | $196,972-48.2% | $182,262-44.0% | $198,609-48.7% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 14.03% | 158.27%-144.2pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,955 | $5,364-63.6% | $5,046-61.3% | $5,055-61.3% |
| Participant deferral / active EE | $6,240 | $8,643-27.8% | $8,276-24.6% | $6,977-10.6% |
| Admin fee / account holder | $8,494 | $18,429-53.9% | $16,712-49.2% | $19,030-55.4% |