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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 | $108,223 | $183,539-41.0% | $155,556-30.4% | $145,897-25.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.20% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,296 | $5,315-19.2% | $4,675-8.1% | $4,663-7.9% |
| Participant deferral / active EE | $2,667 | $6,467-58.8% | $5,631-52.6% | $6,689-60.1% |
| Admin fee / account holder | $4,664 | $19,275-75.8% | $15,885-70.6% | $13,390-65.2% |