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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 | $114,082 | $166,131-31.3% | $164,975-30.8% | $145,877-21.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 10.99% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,239 | $5,276-76.5% | $4,343-71.5% | $4,663-73.4% |
| Participant deferral / active EE | $3,448 | $6,962-50.5% | $6,033-42.9% | $6,691-48.5% |
| Admin fee / account holder | $473 | $16,648-97.2% | $12,688-96.3% | $13,402-96.5% |