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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 | $98,030 | $134,817-27.3% | $123,973-20.9% | $155,188-36.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 13.24% | 515.49%-502.3pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,282 | $4,425-48.4% | $4,126-44.7% | $4,248-46.3% |
| Participant deferral / active EE | $4,160 | $5,706-27.1% | $5,247-20.7% | $6,531-36.3% |
| Admin fee / account holder | $5,359 | $13,245-59.5% | $11,799-54.6% | $14,480-63.0% |