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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 | $127,944 | $171,492-25.4% | $150,734-15.1% | $198,609-35.6% |
| Participation rate | 52.4% | 81.4%-29.0pp | 78.4%-26.1pp | 82.4%-30.0pp |
| Annual return | 18.49% | 804.70%-786.2pp | 600.81%-582.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,583 | $5,470-52.8% | $4,918-47.5% | $5,055-48.9% |
| Participant deferral / active EE | $5,648 | $6,259-9.8% | $5,610+0.7% | $6,977-19.0% |
| Admin fee / account holder | $1,504 | $17,628-91.5% | $14,905-89.9% | $19,030-92.1% |