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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 | $138,497 | $196,972-29.7% | $182,262-24.0% | $198,609-30.3% |
| Participation rate | 47.4% | 85.7%-38.3pp | 84.2%-36.8pp | 82.4%-35.0pp |
| Annual return | 20.61% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,767 | $5,364-48.4% | $5,046-45.2% | $5,055-45.3% |
| Participant deferral / active EE | $7,547 | $8,643-12.7% | $8,276-8.8% | $6,977+8.2% |
| Admin fee / account holder | $6,599 | $18,429-64.2% | $16,712-60.5% | $19,030-65.3% |