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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 | $126,744 | $183,539-30.9% | $155,556-18.5% | $145,897-13.1% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 15.51% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,351 | $5,315-74.6% | $4,675-71.1% | $4,663-71.0% |
| Participant deferral / active EE | $2,905 | $6,467-55.1% | $5,631-48.4% | $6,689-56.6% |
| Admin fee / account holder | $1,639 | $19,275-91.5% | $15,885-89.7% | $13,390-87.8% |