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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 | $89,108 | $148,623-40.0% | $135,974-34.5% | $139,466-36.1% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 24.72% | 79.30%-54.6pp | 68.30%-43.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $2,850 | $5,246-45.7% | $4,859-41.3% | $4,754-40.1% |
| Participant deferral / active EE | $12,169 | $8,103+50.2% | $7,760+56.8% | $6,712+81.3% |
| Admin fee / account holder | $2,153 | $12,406-82.6% | $10,767-80.0% | $11,409-81.1% |