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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 | $97,003 | $183,516-47.1% | $155,534-37.6% | $145,884-33.5% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 10.02% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,078 | $5,315-79.7% | $4,675-76.9% | $4,662-76.9% |
| Participant deferral / active EE | $2,961 | $6,467-54.2% | $5,630-47.4% | $6,690-55.7% |
| Admin fee / account holder | $1,436 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |