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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 | $127,604 | $135,956-6.1% | $123,894+3.0% | $273,972-53.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.32% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,755 | $5,170-46.7% | $4,617-40.3% | $4,869-43.4% |
| Participant deferral / active EE | $5,933 | $6,343-6.5% | $5,984-0.9% | $5,287+12.2% |
| Admin fee / account holder | $48,474 | $9,817+393.8% | $8,357+480.0% | $10,133+378.4% |