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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 | $183,516-42.7% | $155,534-32.4% | $145,884-28.0% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 26.78% | 61.43%-34.6pp | 64.92%-38.1pp | 551.85%-525.1pp |
| Employer contribution / active EE | $3,248 | $5,315-38.9% | $4,675-30.5% | $4,662-30.3% |
| Participant deferral / active EE | $5,259 | $6,467-18.7% | $5,630-6.6% | $6,690-21.4% |
| Admin fee / account holder | $4,139 | $19,293-78.5% | $15,900-74.0% | $13,392-69.1% |