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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 | $111,558 | $157,276-29.1% | $141,177-21.0% | $152,885-27.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 24.22% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $2,823 | $5,262-46.3% | $4,736-40.4% | $4,763-40.7% |
| Participant deferral / active EE | $7,168 | $7,110+0.8% | $6,710+6.8% | $5,851+22.5% |
| Admin fee / account holder | $559 | $12,123-95.4% | $10,263-94.6% | $11,598-95.2% |