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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 | $99,245 | $183,516-45.9% | $155,534-36.2% | $145,884-32.0% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 11.68% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,995 | $5,315-62.5% | $4,675-57.3% | $4,662-57.2% |
| Participant deferral / active EE | $3,496 | $6,467-45.9% | $5,630-37.9% | $6,690-47.7% |
| Admin fee / account holder | $2,178 | $19,293-88.7% | $15,900-86.3% | $13,392-83.7% |