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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 | $115,399 | $183,592-37.1% | $155,574-25.8% | $145,877-20.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 20.88% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $2,672 | $5,317-49.7% | $4,676-42.9% | $4,663-42.7% |
| Participant deferral / active EE | $4,298 | $6,466-33.5% | $5,629-23.6% | $6,691-35.8% |
| Admin fee / account holder | $538 | $19,316-97.2% | $15,914-96.6% | $13,402-96.0% |