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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 | $85,258 | $132,634-35.7% | $115,768-26.4% | $137,256-37.9% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.4%-9.2pp | 80.0%-14.7pp |
| Annual return | 13.76% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,232 | $3,360-63.3% | $2,940-58.1% | $4,156-70.4% |
| Participant deferral / active EE | $2,597 | $5,619-53.8% | $4,917-47.2% | $6,407-59.5% |
| Admin fee / account holder | $5,404 | $15,028-64.0% | $12,439-56.6% | $12,270-56.0% |