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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 | $100,534 | $115,814-13.2% | $101,275-0.7% | $158,982-36.8% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 30.77% | 56.16%-25.4pp | 46.48%-15.7pp | 302.99%-272.2pp |
| Employer contribution / active EE | $3,597 | $4,176-13.9% | $3,660-1.7% | $4,763-24.5% |
| Participant deferral / active EE | $4,313 | $4,958-13.0% | $4,371-1.3% | $5,983-27.9% |
| Admin fee / account holder | $1,244 | $7,249-82.8% | $5,948-79.1% | $11,252-88.9% |