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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 | $116,148 | $183,516-36.7% | $155,534-25.3% | $145,884-20.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 16.21% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,095 | $5,315-60.6% | $4,675-55.2% | $4,662-55.1% |
| Participant deferral / active EE | $6,742 | $6,467+4.3% | $5,630+19.7% | $6,690+0.8% |
| Admin fee / account holder | $21,515 | $19,293+11.5% | $15,900+35.3% | $13,392+60.7% |