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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 | $131,100 | $211,224-37.9% | $178,505-26.6% | $145,897-10.1% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.92% | 30.28%-14.4pp | 27.16%-11.2pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,787 | $4,577-39.1% | $3,955-29.5% | $4,663-40.2% |
| Participant deferral / active EE | $5,310 | $6,966-23.8% | $6,280-15.5% | $6,689-20.6% |
| Admin fee / account holder | $1,090 | $12,109-91.0% | $10,428-89.5% | $13,390-91.9% |