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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 | $83,556 | $134,817-38.0% | $123,973-32.6% | $155,188-46.2% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 17.23% | 515.49%-498.3pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,908 | $4,425-34.3% | $4,126-29.5% | $4,248-31.6% |
| Participant deferral / active EE | $9,121 | $5,706+59.8% | $5,247+73.8% | $6,531+39.6% |
| Admin fee / account holder | $1,097 | $13,245-91.7% | $11,799-90.7% | $14,480-92.4% |