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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 | $142,000 | $183,592-22.7% | $155,574-8.7% | $145,877-2.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.66% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,996 | $5,317-62.5% | $4,676-57.3% | $4,663-57.2% |
| Participant deferral / active EE | $6,192 | $6,466-4.2% | $5,629+10.0% | $6,691-7.5% |
| Admin fee / account holder | $9,976 | $19,316-48.4% | $15,914-37.3% | $13,402-25.6% |