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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 | $79,991 | $183,516-56.4% | $155,534-48.6% | $145,884-45.2% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 13.92% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,999 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $5,567 | $6,467-13.9% | $5,630-1.1% | $6,690-16.8% |
| Admin fee / account holder | $5,996 | $19,293-68.9% | $15,900-62.3% | $13,392-55.2% |