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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 | $94,248 | $121,701-22.6% | $104,639-9.9% | $158,982-40.7% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 16.13% | 465.72%-449.6pp | 340.67%-324.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,335 | $3,165-26.2% | $2,682-12.9% | $4,763-51.0% |
| Participant deferral / active EE | $5,102 | $4,176+22.2% | $3,738+36.5% | $5,983-14.7% |
| Admin fee / account holder | $3,787 | $7,778-51.3% | $6,465-41.4% | $11,252-66.3% |