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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 | $71,633 | $183,516-61.0% | $155,534-53.9% | $145,884-50.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.19% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,884 | $5,315-64.5% | $4,675-59.7% | $4,662-59.6% |
| Participant deferral / active EE | $5,162 | $6,467-20.2% | $5,630-8.3% | $6,690-22.8% |
| Admin fee / account holder | $4,099 | $19,293-78.8% | $15,900-74.2% | $13,392-69.4% |