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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 | $93,842 | $183,592-48.9% | $155,567-39.7% | $145,959-35.7% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 14.98% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,285 | $5,315-57.0% | $4,674-51.1% | $4,661-51.0% |
| Participant deferral / active EE | $3,094 | $6,464-52.1% | $5,628-45.0% | $6,689-53.7% |
| Admin fee / account holder | $3,524 | $19,318-81.8% | $15,916-77.9% | $13,398-73.7% |