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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 | $81,190 | $148,623-45.4% | $135,974-40.3% | $139,466-41.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.54% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,404 | $5,246-54.2% | $4,859-50.5% | $4,754-49.4% |
| Participant deferral / active EE | $3,778 | $8,103-53.4% | $7,760-51.3% | $6,712-43.7% |
| Admin fee / account holder | $550 | $12,406-95.6% | $10,767-94.9% | $11,409-95.2% |