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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 | $99,410 | $125,778-21.0% | $114,563-13.2% | $154,746-35.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 15.42% | 295.14%-279.7pp | 241.09%-225.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,052 | $2,806-62.5% | $2,592-59.4% | $4,379-76.0% |
| Participant deferral / active EE | $4,685 | $4,445+5.4% | $4,142+13.1% | $6,730-30.4% |
| Admin fee / account holder | $4,688 | $8,190-42.8% | $7,623-38.5% | $14,365-67.4% |