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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 | $113,651 | $183,627-38.1% | $155,602-27.0% | $145,978-22.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 20.13% | 61.32%-41.2pp | 64.81%-44.7pp | 550.52%-530.4pp |
| Employer contribution / active EE | $2,049 | $5,316-61.5% | $4,675-56.2% | $4,662-56.0% |
| Participant deferral / active EE | $4,822 | $6,466-25.4% | $5,629-14.3% | $6,690-27.9% |
| Admin fee / account holder | $1,764 | $19,327-90.9% | $15,923-88.9% | $13,400-86.8% |