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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 | $183,592-42.8% | $155,567-32.5% | $145,959-28.0% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 26.78% | 61.24%-34.5pp | 64.74%-38.0pp | 561.95%-535.2pp |
| Employer contribution / active EE | $3,248 | $5,315-38.9% | $4,674-30.5% | $4,661-30.3% |
| Participant deferral / active EE | $5,259 | $6,464-18.6% | $5,628-6.5% | $6,689-21.4% |
| Admin fee / account holder | $4,139 | $19,318-78.6% | $15,916-74.0% | $13,398-69.1% |