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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 | $75,686 | $162,136-53.3% | $152,301-50.3% | $154,746-51.1% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 15.01% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,083 | $4,890-37.0% | $4,624-33.3% | $4,379-29.6% |
| Participant deferral / active EE | $5,788 | $8,341-30.6% | $8,004-27.7% | $6,730-14.0% |
| Admin fee / account holder | $45,516 | $15,759+188.8% | $14,398+216.1% | $14,365+216.8% |