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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 | $114,208 | $165,361-30.9% | $149,715-23.7% | $158,950-28.1% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 16.92% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,464 | $5,103-71.3% | $4,645-68.5% | $4,762-69.2% |
| Participant deferral / active EE | $5,286 | $7,182-26.4% | $6,842-22.7% | $5,983-11.6% |
| Admin fee / account holder | $4,450 | $10,808-58.8% | $9,310-52.2% | $11,248-60.4% |