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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 | $85,357 | $134,817-36.7% | $123,973-31.1% | $155,188-45.0% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 11.61% | 515.49%-503.9pp | 388.13%-376.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,705 | $4,425-61.5% | $4,126-58.7% | $4,248-59.9% |
| Participant deferral / active EE | $6,245 | $5,706+9.4% | $5,247+19.0% | $6,531-4.4% |
| Admin fee / account holder | $5,624 | $13,245-57.5% | $11,799-52.3% | $14,480-61.2% |