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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 | $100,008 | $176,786-43.4% | $146,643-31.8% | $167,536-40.3% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 13.51% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,152 | $5,161-58.3% | $4,137-48.0% | $4,839-55.5% |
| Participant deferral / active EE | $5,905 | $6,440-8.3% | $5,506+7.2% | $6,342-6.9% |
| Admin fee / account holder | $857 | $13,262-93.5% | $10,280-91.7% | $12,315-93.0% |