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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 | $107,228 | $114,119-6.0% | $107,1870% | $138,895-22.8% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 15.50% | 273.21%-257.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,655 | $4,059-59.2% | $3,782-56.2% | $4,194-60.5% |
| Participant deferral / active EE | $4,209 | $5,538-24.0% | $5,096-17.4% | $6,396-34.2% |
| Admin fee / account holder | $20,459 | $10,024+104.1% | $9,162+123.3% | $12,562+62.9% |