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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 | $97,605 | $162,529-39.9% | $130,788-25.4% | $154,746-36.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 18.11% | 510.48%-492.4pp | 386.44%-368.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,245 | $4,447-27.0% | $3,558-8.8% | $4,379-25.9% |
| Participant deferral / active EE | $7,487 | $4,808+55.7% | $4,137+81.0% | $6,730+11.2% |
| Admin fee / account holder | $8,636 | $7,669+12.6% | $6,673+29.4% | $14,365-39.9% |