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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 | $107,110 | $157,296-31.9% | $141,191-24.1% | $152,897-29.9% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 24.89% | 64.34%-39.5pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $4,407 | $5,262-16.3% | $4,736-6.9% | $4,764-7.5% |
| Participant deferral / active EE | $8,630 | $7,111+21.4% | $6,710+28.6% | $5,851+47.5% |
| Admin fee / account holder | $6,656 | $12,125-45.1% | $10,264-35.1% | $11,599-42.6% |