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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 | $81,361 | $196,972-58.7% | $182,262-55.4% | $198,609-59.0% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 12.82% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,833 | $5,364-47.2% | $5,046-43.8% | $5,055-44.0% |
| Participant deferral / active EE | $5,380 | $8,643-37.7% | $8,276-35.0% | $6,977-22.9% |
| Admin fee / account holder | $20,118 | $18,429+9.2% | $16,712+20.4% | $19,030+5.7% |