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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 | $116,417 | $144,130-19.2% | $117,861-1.2% | $147,586-21.1% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 14.46% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,030 | $4,897-79.0% | $3,786-72.8% | $4,876-78.9% |
| Participant deferral / active EE | $4,266 | $5,316-19.7% | $4,482-4.8% | $5,439-21.6% |
| Admin fee / account holder | $1,940 | $10,887-82.2% | $8,021-75.8% | $10,886-82.2% |