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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 | $103,179 | $124,330-17.0% | $109,173-5.5% | $167,536-38.4% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 20.19% | 26.04%-5.9pp | 25.75%-5.6pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,075 | $4,209-74.5% | $3,723-71.1% | $4,839-77.8% |
| Participant deferral / active EE | $5,253 | $5,256-0.1% | $4,654+12.9% | $6,342-17.2% |
| Admin fee / account holder | $5,161 | $7,974-35.3% | $6,755-23.6% | $12,315-58.1% |