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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 | $152,456 | $203,483-25.1% | $152,4730% | $167,553-9.0% |
| Participation rate | 60.9% | 82.3%-21.4pp | 78.2%-17.3pp | 82.1%-21.2pp |
| Annual return | 14.78% | 13.80%+1.0pp | 757.59%-742.8pp | 478.89%-464.1pp |
| Employer contribution / active EE | $1,617 | $5,219-69.0% | $4,326-62.6% | $4,840-66.6% |
| Participant deferral / active EE | $5,443 | $6,711-18.9% | $5,817-6.4% | $6,343-14.2% |
| Admin fee / account holder | $1,561 | $22,521-93.1% | $15,811-90.1% | $12,316-87.3% |