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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 | $105,210 | $196,972-46.6% | $182,262-42.3% | $198,609-47.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 22.58% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,712 | $5,364-49.4% | $5,046-46.3% | $5,055-46.4% |
| Participant deferral / active EE | $5,144 | $8,643-40.5% | $8,276-37.9% | $6,977-26.3% |
| Admin fee / account holder | $416 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |