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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 | $126,501 | $148,582-14.9% | $135,942-6.9% | $139,456-9.3% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 13.79% | 79.26%-65.5pp | 68.28%-54.5pp | 373.45%-359.7pp |
| Employer contribution / active EE | $2,327 | $5,245-55.6% | $4,858-52.1% | $4,753-51.0% |
| Participant deferral / active EE | $4,724 | $8,101-41.7% | $7,759-39.1% | $6,711-29.6% |
| Admin fee / account holder | $1,235 | $12,402-90.0% | $10,764-88.5% | $11,407-89.2% |