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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 | $127,608 | $105,856+20.5% | $90,161+41.5% | $147,586-13.5% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 15.57% | 37.63%-22.1pp | 34.89%-19.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,514 | $4,126-39.1% | $3,318-24.2% | $4,876-48.5% |
| Participant deferral / active EE | $4,850 | $5,733-15.4% | $5,287-8.3% | $5,439-10.8% |
| Admin fee / account holder | $10,419 | $8,046+29.5% | $5,943+75.3% | $10,886-4.3% |