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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 | $162,048 | $176,794-8.3% | $146,647+10.5% | $167,553-3.3% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 10.74% | 24.04%-13.3pp | 22.75%-12.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,195 | $5,161-57.5% | $4,137-47.0% | $4,840-54.7% |
| Participant deferral / active EE | $5,047 | $6,440-21.6% | $5,506-8.3% | $6,343-20.4% |
| Admin fee / account holder | $2,997 | $13,262-77.4% | $10,281-70.9% | $12,316-75.7% |