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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 | $98,881 | $154,159-35.9% | $130,026-24.0% | $139,456-29.1% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 14.02% | 32.50%-18.5pp | -137.26%+151.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,829 | $5,292-46.5% | $4,321-34.5% | $4,753-40.5% |
| Participant deferral / active EE | $5,147 | $6,710-23.3% | $5,821-11.6% | $6,711-23.3% |
| Admin fee / account holder | $1,047 | $14,001-92.5% | $10,608-90.1% | $11,407-90.8% |