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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 | $99,521 | $148,623-33.0% | $135,974-26.8% | $139,466-28.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 15.51% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,688 | $5,246-29.7% | $4,859-24.1% | $4,754-22.4% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $967 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |