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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 | $108,346 | $183,516-41.0% | $155,534-30.3% | $145,884-25.7% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 10.97% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,986 | $5,315-62.6% | $4,675-57.5% | $4,662-57.4% |
| Participant deferral / active EE | $3,723 | $6,467-42.4% | $5,630-33.9% | $6,690-44.3% |
| Admin fee / account holder | $13,095 | $19,293-32.1% | $15,900-17.6% | $13,392-2.2% |