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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 | $95,135 | $165,381-42.5% | $149,730-36.5% | $158,966-40.2% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 19.46% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,340 | $5,104-54.2% | $4,645-49.6% | $4,762-50.9% |
| Participant deferral / active EE | $4,468 | $7,182-37.8% | $6,843-34.7% | $5,983-25.3% |
| Admin fee / account holder | $2,355 | $10,809-78.2% | $9,310-74.7% | $11,250-79.1% |