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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 | $114,935 | $148,623-22.7% | $135,974-15.5% | $139,466-17.6% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 18.82% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,205 | $5,246-38.9% | $4,859-34.0% | $4,754-32.6% |
| Participant deferral / active EE | $5,709 | $8,103-29.5% | $7,760-26.4% | $6,712-14.9% |
| Admin fee / account holder | $638 | $12,406-94.9% | $10,767-94.1% | $11,409-94.4% |