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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 | $121,976 | $165,584-26.3% | $142,942-14.7% | $137,256-11.1% |
| Participation rate | 62.5% | 80.1%-17.6pp | 76.8%-14.3pp | 80.0%-17.5pp |
| Annual return | 13.09% | 164.22%-151.1pp | 113.70%-100.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,051 | $4,725-35.4% | $4,139-26.3% | $4,156-26.6% |
| Participant deferral / active EE | $4,942 | $8,194-39.7% | $7,128-30.7% | $6,407-22.9% |
| Admin fee / account holder | $3,233 | $16,167-80.0% | $12,475-74.1% | $12,270-73.6% |