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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 | $99,796 | $183,592-45.6% | $155,567-35.9% | $145,959-31.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.94% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,789 | $5,315-66.3% | $4,674-61.7% | $4,661-61.6% |
| Participant deferral / active EE | $4,926 | $6,464-23.8% | $5,628-12.5% | $6,689-26.3% |
| Admin fee / account holder | $2,086 | $19,318-89.2% | $15,916-86.9% | $13,398-84.4% |