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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 | $114,003 | $166,242-31.4% | $165,071-30.9% | $145,884-21.9% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 19.09% | 100.44%-81.4pp | 70.17%-51.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $3,068 | $5,283-41.9% | $4,347-29.4% | $4,662-34.2% |
| Participant deferral / active EE | $5,724 | $6,964-17.8% | $6,035-5.1% | $6,690-14.4% |
| Admin fee / account holder | $26,153 | $16,658+57.0% | $12,695+106.0% | $13,392+95.3% |