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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% | $155,574-35.9% | $145,877-31.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.94% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,789 | $5,317-66.4% | $4,676-61.7% | $4,663-61.6% |
| Participant deferral / active EE | $4,926 | $6,466-23.8% | $5,629-12.5% | $6,691-26.4% |
| Admin fee / account holder | $2,086 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |