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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 | $110,453 | $172,111-35.8% | $150,298-26.5% | $137,256-19.5% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 14.49% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,308 | $4,636-50.2% | $4,154-44.4% | $4,156-44.5% |
| Participant deferral / active EE | $4,355 | $6,166-29.4% | $5,453-20.1% | $6,407-32.0% |
| Admin fee / account holder | $23,997 | $16,471+45.7% | $14,116+70.0% | $12,270+95.6% |