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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 | $125,873 | $183,627-31.5% | $155,602-19.1% | $145,978-13.8% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 10.34% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,748 | $5,316-48.3% | $4,675-41.2% | $4,662-41.0% |
| Participant deferral / active EE | $5,657 | $6,466-12.5% | $5,629+0.5% | $6,690-15.4% |
| Admin fee / account holder | $2,002 | $19,327-89.6% | $15,923-87.4% | $13,400-85.1% |