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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 | $109,383 | $100,041+9.3% | $149,718-26.9% | $70,131+56.0% |
| Participation rate | 60.6% | 83.6%-23.0pp | 87.1%-26.5pp | 69.5%-8.9pp |
| Annual return | 15.47% | 27.43%-12.0pp | 1501.67%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,116 | $3,662-42.2% | $5,445-61.1% | $2,342-9.7% |
| Participant deferral / active EE | $2,813 | $4,983-43.5% | $6,569-57.2% | $3,332-15.6% |
| Admin fee / account holder | $1,358 | $8,286-83.6% | $11,283-88.0% | $4,645-70.8% |