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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 | $166,131-24.2% | $164,975-23.7% | $145,877-13.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 19.34% | 100.37%-81.0pp | 70.12%-50.8pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,486 | $5,276-71.8% | $4,343-65.8% | $4,663-68.1% |
| Participant deferral / active EE | $2,571 | $6,962-63.1% | $6,033-57.4% | $6,691-61.6% |
| Admin fee / account holder | $4,797 | $16,648-71.2% | $12,688-62.2% | $13,402-64.2% |