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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 | $88,111 | $175,231-49.7% | $149,696-41.1% | $139,466-36.8% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 15.37% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,278 | $5,478-58.4% | $4,821-52.7% | $4,754-52.1% |
| Participant deferral / active EE | $5,317 | $6,521-18.5% | $5,682-6.4% | $6,712-20.8% |
| Admin fee / account holder | $2,113 | $16,155-86.9% | $13,212-84.0% | $11,409-81.5% |