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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 | $86,567 | $183,627-52.9% | $155,602-44.4% | $145,978-40.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 17.56% | 61.32%-43.8pp | 64.81%-47.2pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,030 | $5,316-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $6,434 | $6,466-0.5% | $5,629+14.3% | $6,690-3.8% |
| Admin fee / account holder | $4,946 | $19,327-74.4% | $15,923-68.9% | $13,400-63.1% |