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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 | $112,412 | $93,345+20.4% | $119,126-5.6% | $87,485+28.5% |
| Participation rate | 44.8% | 68.7%-23.9pp | 75.8%-30.9pp | 68.9%-24.1pp |
| Annual return | 18.55% | 19.08%-0.5pp | 282.11%-263.6pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,061 | $3,172-35.0% | $4,034-48.9% | $2,596-20.6% |
| Participant deferral / active EE | $5,642 | $4,099+37.7% | $5,318+6.1% | $4,274+32.0% |
| Admin fee / account holder | $16,483 | $8,039+105.0% | $10,693+54.1% | $7,775+112.0% |