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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 | $119,904 | $172,111-30.3% | $150,298-20.2% | $137,256-12.6% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 14.99% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,242 | $4,636-30.1% | $4,154-21.9% | $4,156-22.0% |
| Participant deferral / active EE | $5,835 | $6,166-5.4% | $5,453+7.0% | $6,407-8.9% |
| Admin fee / account holder | $27,785 | $16,471+68.7% | $14,116+96.8% | $12,270+126.4% |