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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 | $99,066 | $217,432-54.4% | $185,849-46.7% | $167,536-40.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.34% | 148.42%-132.1pp | 122.10%-105.8pp | 478.82%-462.5pp |
| Employer contribution / active EE | $2,395 | $5,875-59.2% | $5,169-53.7% | $4,839-50.5% |
| Participant deferral / active EE | $3,212 | $6,357-49.5% | $5,569-42.3% | $6,342-49.4% |
| Admin fee / account holder | $1,217 | $19,818-93.9% | $16,244-92.5% | $12,315-90.1% |