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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 | $105,070 | $183,539-42.8% | $155,556-32.5% | $145,897-28.0% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 26.78% | 61.31%-34.5pp | 64.84%-38.1pp | 552.29%-525.5pp |
| Employer contribution / active EE | $3,248 | $5,315-38.9% | $4,675-30.5% | $4,663-30.3% |
| Participant deferral / active EE | $5,259 | $6,467-18.7% | $5,631-6.6% | $6,689-21.4% |
| Admin fee / account holder | $4,139 | $19,275-78.5% | $15,885-73.9% | $13,390-69.1% |