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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 | $124,546 | $148,623-16.2% | $135,974-8.4% | $139,466-10.7% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 27.80% | 79.30%-51.5pp | 68.30%-40.5pp | 373.66%-345.9pp |
| Employer contribution / active EE | $2,699 | $5,246-48.6% | $4,859-44.5% | $4,754-43.2% |
| Participant deferral / active EE | $20,357 | $8,103+151.2% | $7,760+162.3% | $6,712+203.3% |
| Admin fee / account holder | $1,554 | $12,406-87.5% | $10,767-85.6% | $11,409-86.4% |