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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 | $110,135 | $208,088-47.1% | $186,193-40.8% | $154,746-28.8% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 17.39% | 89.97%-72.6pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,120 | $4,340-51.2% | $3,918-45.9% | $4,379-51.6% |
| Participant deferral / active EE | $4,179 | $7,078-41.0% | $6,513-35.8% | $6,730-37.9% |
| Admin fee / account holder | $11,773 | $11,698+0.6% | $11,058+6.5% | $14,365-18.0% |