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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 | $125,515 | $157,276-20.2% | $141,177-11.1% | $152,885-17.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.85% | 64.33%-43.5pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $3,283 | $5,262-37.6% | $4,736-30.7% | $4,763-31.1% |
| Participant deferral / active EE | $6,934 | $7,110-2.5% | $6,710+3.3% | $5,851+18.5% |
| Admin fee / account holder | $29,528 | $12,123+143.6% | $10,263+187.7% | $11,598+154.6% |