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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 | $98,242 | $166,131-40.9% | $164,975-40.5% | $145,877-32.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 12.11% | 100.37%-88.3pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,381 | $5,276-54.9% | $4,343-45.2% | $4,663-48.9% |
| Participant deferral / active EE | $4,885 | $6,962-29.8% | $6,033-19.0% | $6,691-27.0% |
| Admin fee / account holder | $16,795 | $16,648+0.9% | $12,688+32.4% | $13,402+25.3% |