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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 | $103,501 | $148,582-30.3% | $135,942-23.9% | $139,456-25.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.83% | 79.26%-65.4pp | 68.28%-54.4pp | 373.45%-359.6pp |
| Employer contribution / active EE | $2,348 | $5,245-55.2% | $4,858-51.7% | $4,753-50.6% |
| Participant deferral / active EE | $8,679 | $8,101+7.1% | $7,759+11.9% | $6,711+29.3% |
| Admin fee / account holder | $26,455 | $12,402+113.3% | $10,764+145.8% | $11,407+131.9% |