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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 | $119,578 | $185,312-35.5% | $161,489-26.0% | $154,746-22.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 54.42% | 103.84%-49.4pp | 89.72%-35.3pp | 172.34%-117.9pp |
| Employer contribution / active EE | $1,542 | $4,769-67.7% | $4,268-63.9% | $4,379-64.8% |
| Participant deferral / active EE | $5,578 | $6,350-12.1% | $5,630-0.9% | $6,730-17.1% |
| Admin fee / account holder | $691 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |