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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 | $68,118 | $132,634-48.6% | $115,768-41.2% | $137,256-50.4% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.4%-17.9pp | 80.0%-23.4pp |
| Annual return | 15.98% | 160.70%-144.7pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,905 | $3,360-13.5% | $2,940-1.2% | $4,156-30.1% |
| Participant deferral / active EE | $5,597 | $5,619-0.4% | $4,917+13.8% | $6,407-12.6% |
| Admin fee / account holder | $1,253 | $15,028-91.7% | $12,439-89.9% | $12,270-89.8% |