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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 | $85,002 | $105,856-19.7% | $90,161-5.7% | $147,586-42.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 13.24% | 37.63%-24.4pp | 34.89%-21.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $4,622 | $4,126+12.0% | $3,318+39.3% | $4,876-5.2% |
| Participant deferral / active EE | $6,638 | $5,733+15.8% | $5,287+25.5% | $5,439+22.1% |
| Admin fee / account holder | $623 | $8,046-92.3% | $5,943-89.5% | $10,886-94.3% |