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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 | $153,811 | $183,592-16.2% | $155,574-1.1% | $145,877+5.4% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 12.29% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,099 | $5,317-60.5% | $4,676-55.1% | $4,663-55.0% |
| Participant deferral / active EE | $5,127 | $6,466-20.7% | $5,629-8.9% | $6,691-23.4% |
| Admin fee / account holder | $8,455 | $19,316-56.2% | $15,914-46.9% | $13,402-36.9% |