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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 | $120,941 | $154,228-21.6% | $145,433-16.8% | $137,256-11.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,038 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $4,910 | $8,216-40.2% | $7,897-37.8% | $6,407-23.4% |
| Admin fee / account holder | $5,715 | $14,344-60.2% | $13,129-56.5% | $12,270-53.4% |