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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 | $127,115 | $196,972-35.5% | $182,262-30.3% | $198,609-36.0% |
| Participation rate | 57.9% | 85.7%-27.8pp | 84.2%-26.3pp | 82.4%-24.5pp |
| Annual return | 12.48% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,751 | $5,364-48.7% | $5,046-45.5% | $5,055-45.6% |
| Participant deferral / active EE | $5,036 | $8,643-41.7% | $8,276-39.2% | $6,977-27.8% |
| Admin fee / account holder | $1,134 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |