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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 | $92,682 | $227,566-59.3% | $189,558-51.1% | $167,518-44.7% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.5%-31.1pp | 82.1%-34.7pp |
| Annual return | 14.04% | 78.43%-64.4pp | 64.19%-50.2pp | 478.71%-464.7pp |
| Employer contribution / active EE | $1,030 | $5,316-80.6% | $4,412-76.7% | $4,838-78.7% |
| Participant deferral / active EE | $3,658 | $7,002-47.8% | $6,174-40.8% | $6,342-42.3% |
| Admin fee / account holder | $999 | $11,881-91.6% | $9,809-89.8% | $12,312-91.9% |