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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 | $87,098 | $132,634-34.3% | $115,768-24.8% | $137,256-36.5% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 20.52% | 160.70%-140.2pp | 100.46%-79.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,397 | $3,360-28.6% | $2,940-18.5% | $4,156-42.3% |
| Participant deferral / active EE | $7,045 | $5,619+25.4% | $4,917+43.3% | $6,407+10.0% |
| Admin fee / account holder | $1,376 | $15,028-90.8% | $12,439-88.9% | $12,270-88.8% |