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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 | $118,956 | $174,379-31.8% | $152,093-21.8% | $138,895-14.4% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 12.11% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,716 | $4,652-63.1% | $4,175-58.9% | $4,194-59.1% |
| Participant deferral / active EE | $4,183 | $6,159-32.1% | $5,451-23.3% | $6,396-34.6% |
| Admin fee / account holder | $35,686 | $16,880+111.4% | $14,497+146.2% | $12,562+184.1% |