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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 | $116,966 | $181,062-35.4% | $158,223-26.1% | $155,188-24.6% |
| Participation rate | 42.1% | 82.7%-40.5pp | 79.2%-37.1pp | 80.8%-38.7pp |
| Annual return | 13.12% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,843 | $4,565-59.6% | $4,109-55.1% | $4,248-56.6% |
| Participant deferral / active EE | $4,276 | $6,134-30.3% | $5,467-21.8% | $6,531-34.5% |
| Admin fee / account holder | $9,042 | $18,825-52.0% | $16,047-43.7% | $14,480-37.6% |