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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 | $106,694 | $156,398-31.8% | $147,318-27.6% | $138,895-23.2% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 16.45% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,125 | $4,853-56.2% | $4,593-53.7% | $4,194-49.3% |
| Participant deferral / active EE | $4,459 | $8,237-45.9% | $7,906-43.6% | $6,396-30.3% |
| Admin fee / account holder | $22,855 | $14,976+52.6% | $13,708+66.7% | $12,562+81.9% |