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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 | $154,247 | $196,972-21.7% | $182,262-15.4% | $198,609-22.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 15.08% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $4,033 | $5,364-24.8% | $5,046-20.1% | $5,055-20.2% |
| Participant deferral / active EE | $10,147 | $8,643+17.4% | $8,276+22.6% | $6,977+45.4% |
| Admin fee / account holder | $7,004 | $18,429-62.0% | $16,712-58.1% | $19,030-63.2% |