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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 | $134,247 | $183,592-26.9% | $155,574-13.7% | $145,877-8.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.64% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,234 | $5,317-39.2% | $4,676-30.8% | $4,663-30.6% |
| Participant deferral / active EE | $5,637 | $6,466-12.8% | $5,629+0.1% | $6,691-15.7% |
| Admin fee / account holder | $1,353 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |