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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 | $90,058 | $154,228-41.6% | $145,433-38.1% | $137,256-34.4% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,385 | $4,804-29.5% | $4,554-25.7% | $4,156-18.5% |
| Participant deferral / active EE | $6,004 | $8,216-26.9% | $7,897-24.0% | $6,407-6.3% |
| Admin fee / account holder | $12,451 | $14,344-13.2% | $13,129-5.2% | $12,270+1.5% |