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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 | $112,103 | $172,111-34.9% | $150,298-25.4% | $137,256-18.3% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,088 | $4,636-55.0% | $4,154-49.7% | $4,156-49.8% |
| Participant deferral / active EE | $5,144 | $6,166-16.6% | $5,453-5.7% | $6,407-19.7% |
| Admin fee / account holder | $3,810 | $16,471-76.9% | $14,116-73.0% | $12,270-68.9% |