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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 | $119,562 | $209,336-42.9% | $197,124-39.3% | $137,256-12.9% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 18.37% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,251 | $6,591-35.5% | $6,227-31.7% | $4,156+2.3% |
| Participant deferral / active EE | $8,050 | $9,614-16.3% | $9,135-11.9% | $6,407+25.6% |
| Admin fee / account holder | $397 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |