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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 | $128,638 | $174,379-26.2% | $152,093-15.4% | $138,895-7.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.61% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,307 | $4,652-50.4% | $4,175-44.7% | $4,194-45.0% |
| Participant deferral / active EE | $4,216 | $6,159-31.5% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $12,020 | $16,880-28.8% | $14,497-17.1% | $12,562-4.3% |