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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 | $92,121 | $148,623-38.0% | $135,974-32.3% | $139,466-33.9% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.39% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,212 | $5,246-76.9% | $4,859-75.1% | $4,754-74.5% |
| Participant deferral / active EE | $3,119 | $8,103-61.5% | $7,760-59.8% | $6,712-53.5% |
| Admin fee / account holder | $853 | $12,406-93.1% | $10,767-92.1% | $11,409-92.5% |