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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 | $120,407 | $132,634-9.2% | $115,768+4.0% | $137,256-12.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 15.19% | 160.70%-145.5pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,393 | $3,360-58.5% | $2,940-52.6% | $4,156-66.5% |
| Participant deferral / active EE | $5,634 | $5,619+0.3% | $4,917+14.6% | $6,407-12.1% |
| Admin fee / account holder | $1,766 | $15,028-88.3% | $12,439-85.8% | $12,270-85.6% |