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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% | $155,574-39.7% | $145,877-35.7% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 14.98% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,285 | $5,317-57.0% | $4,676-51.1% | $4,663-51.0% |
| Participant deferral / active EE | $3,094 | $6,466-52.2% | $5,629-45.0% | $6,691-53.8% |
| Admin fee / account holder | $3,524 | $19,316-81.8% | $15,914-77.9% | $13,402-73.7% |