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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 | $96,480 | $183,516-47.4% | $155,534-38.0% | $145,884-33.9% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 33.23% | 61.43%-28.2pp | 64.92%-31.7pp | 551.85%-518.6pp |
| Employer contribution / active EE | $3,086 | $5,315-41.9% | $4,675-34.0% | $4,662-33.8% |
| Participant deferral / active EE | $5,090 | $6,467-21.3% | $5,630-9.6% | $6,690-23.9% |
| Admin fee / account holder | $4,787 | $19,293-75.2% | $15,900-69.9% | $13,392-64.3% |