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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 | $161,144 | $196,972-18.2% | $182,262-11.6% | $198,609-18.9% |
| Participation rate | 40.9% | 85.7%-44.8pp | 84.2%-43.3pp | 82.4%-41.5pp |
| Annual return | 12.50% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,343 | $5,364-56.3% | $5,046-53.6% | $5,055-53.7% |
| Participant deferral / active EE | $5,415 | $8,643-37.3% | $8,276-34.6% | $6,977-22.4% |
| Admin fee / account holder | $13,052 | $18,429-29.2% | $16,712-21.9% | $19,030-31.4% |