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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 | $131,659 | $166,131-20.7% | $164,975-20.2% | $145,877-9.7% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 21.16% | 100.37%-79.2pp | 70.12%-49.0pp | 551.28%-530.1pp |
| Employer contribution / active EE | $3,464 | $5,276-34.3% | $4,343-20.2% | $4,663-25.7% |
| Participant deferral / active EE | $5,505 | $6,962-20.9% | $6,033-8.8% | $6,691-17.7% |
| Admin fee / account holder | $1,358 | $16,648-91.8% | $12,688-89.3% | $13,402-89.9% |