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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 | $143,504 | $198,457-27.7% | $170,435-15.8% | $147,586-2.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 10.69% | 257.30%-246.6pp | 205.94%-195.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,411 | $6,183-61.0% | $5,432-55.6% | $4,876-50.6% |
| Participant deferral / active EE | $7,136 | $5,629+26.8% | $4,939+44.5% | $5,439+31.2% |
| Admin fee / account holder | $8,800 | $16,852-47.8% | $13,881-36.6% | $10,886-19.2% |