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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 | $121,124 | $152,619-20.6% | $125,195-3.3% | $152,909-20.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 22.00% | 54.85%-32.9pp | 43.79%-21.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,180 | $4,947-55.9% | $3,866-43.6% | $4,764-54.2% |
| Participant deferral / active EE | $7,105 | $5,869+21.1% | $4,937+43.9% | $5,851+21.4% |
| Admin fee / account holder | $6,725 | $13,437-50.0% | $9,704-30.7% | $11,601-42.0% |