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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 | $102,968 | $197,637-47.9% | $177,848-42.1% | $158,982-35.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 15.15% | 58.77%-43.6pp | 48.33%-33.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,301 | $6,698-65.7% | $5,919-61.1% | $4,763-51.7% |
| Participant deferral / active EE | $5,145 | $8,405-38.8% | $7,714-33.3% | $5,983-14.0% |
| Admin fee / account holder | $4,733 | $15,406-69.3% | $12,431-61.9% | $11,252-57.9% |