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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 | $108,276 | $134,817-19.7% | $123,973-12.7% | $155,188-30.2% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.7%-22.5pp | 80.8%-26.6pp |
| Annual return | 15.41% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,767 | $4,425-60.1% | $4,126-57.2% | $4,248-58.4% |
| Participant deferral / active EE | $4,121 | $5,706-27.8% | $5,247-21.5% | $6,531-36.9% |
| Admin fee / account holder | $12,483 | $13,245-5.8% | $11,799+5.8% | $14,480-13.8% |