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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 | $80,442 | $124,330-35.3% | $109,173-26.3% | $167,536-52.0% |
| Participation rate | 61.9% | 79.5%-17.5pp | 75.9%-14.0pp | 82.1%-20.2pp |
| Annual return | 16.84% | 26.04%-9.2pp | 25.75%-8.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $2,191 | $4,209-47.9% | $3,723-41.1% | $4,839-54.7% |
| Participant deferral / active EE | $5,331 | $5,256+1.4% | $4,654+14.5% | $6,342-16.0% |
| Admin fee / account holder | $4,659 | $7,974-41.6% | $6,755-31.0% | $12,315-62.2% |