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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 | $115,310 | $157,304-26.7% | $141,197-18.3% | $152,909-24.6% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 26.06% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $3,889 | $5,263-26.1% | $4,736-17.9% | $4,764-18.4% |
| Participant deferral / active EE | $6,514 | $7,111-8.4% | $6,710-2.9% | $5,851+11.3% |
| Admin fee / account holder | $1,672 | $12,126-86.2% | $10,265-83.7% | $11,601-85.6% |