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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 | $113,249 | $156,398-27.6% | $147,318-23.1% | $138,895-18.5% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 79.9%-61.7pp |
| Annual return | 14.67% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,916 | $4,853-60.5% | $4,593-58.3% | $4,194-54.3% |
| Participant deferral / active EE | $5,673 | $8,237-31.1% | $7,906-28.3% | $6,396-11.3% |
| Admin fee / account holder | $83,893 | $14,976+460.2% | $13,708+512.0% | $12,562+567.8% |