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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 | $138,673 | $183,516-24.4% | $155,534-10.8% | $145,884-4.9% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 14.28% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,602 | $5,315-51.0% | $4,675-44.3% | $4,662-44.2% |
| Participant deferral / active EE | $6,650 | $6,467+2.8% | $5,630+18.1% | $6,690-0.6% |
| Admin fee / account holder | $4,311 | $19,293-77.7% | $15,900-72.9% | $13,392-67.8% |