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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 | $100,327 | $172,111-41.7% | $150,298-33.2% | $137,256-26.9% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 21.23% | 69.37%-48.1pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,098 | $4,636-54.8% | $4,154-49.5% | $4,156-49.5% |
| Participant deferral / active EE | $4,867 | $6,166-21.1% | $5,453-10.7% | $6,407-24.0% |
| Admin fee / account holder | $1,232 | $16,471-92.5% | $14,116-91.3% | $12,270-90.0% |