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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 | $125,943 | $166,268-24.3% | $165,100-23.7% | $145,897-13.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 19.34% | 100.52%-81.2pp | 70.21%-50.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,486 | $5,284-71.9% | $4,348-65.8% | $4,663-68.1% |
| Participant deferral / active EE | $2,571 | $6,964-63.1% | $6,035-57.4% | $6,689-61.6% |
| Admin fee / account holder | $4,797 | $16,659-71.2% | $12,696-62.2% | $13,390-64.2% |