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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 | $101,513 | $217,432-53.3% | $185,849-45.4% | $167,536-39.4% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 17.79% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,433 | $5,875-75.6% | $5,169-72.3% | $4,839-70.4% |
| Participant deferral / active EE | $2,473 | $6,357-61.1% | $5,569-55.6% | $6,342-61.0% |
| Admin fee / account holder | $702 | $19,818-96.5% | $16,244-95.7% | $12,315-94.3% |