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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 | $122,821 | $148,623-17.4% | $135,974-9.7% | $139,466-11.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 13.03% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,799 | $5,246-65.7% | $4,859-63.0% | $4,754-62.2% |
| Participant deferral / active EE | $5,505 | $8,103-32.1% | $7,760-29.1% | $6,712-18.0% |
| Admin fee / account holder | $5,801 | $12,406-53.2% | $10,767-46.1% | $11,409-49.2% |