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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 | $136,688 | $118,869+15.0% | $96,575+41.5% | $167,518-18.4% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.1pp |
| Annual return | 11.10% | 50.49%-39.4pp | 37.79%-26.7pp | 478.71%-467.6pp |
| Employer contribution / active EE | $1,297 | $3,120-58.4% | $2,357-45.0% | $4,838-73.2% |
| Participant deferral / active EE | $4,384 | $4,616-5.0% | $3,849+13.9% | $6,342-30.9% |
| Admin fee / account holder | $20,451 | $8,067+153.5% | $6,182+230.8% | $12,312+66.1% |