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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 | $116,550 | $148,582-21.6% | $135,942-14.3% | $139,456-16.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.70% | 79.26%-63.6pp | 68.28%-52.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $1,596 | $5,245-69.6% | $4,858-67.2% | $4,753-66.4% |
| Participant deferral / active EE | $5,184 | $8,101-36.0% | $7,759-33.2% | $6,711-22.8% |
| Admin fee / account holder | $1,932 | $12,402-84.4% | $10,764-82.0% | $11,407-83.1% |