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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 | $84,168 | $112,112-24.9% | $95,956-12.3% | $158,950-47.0% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 26.17% | 171.15%-145.0pp | 91.63%-65.5pp | 302.91%-276.7pp |
| Employer contribution / active EE | $1,570 | $3,199-50.9% | $2,541-38.2% | $4,762-67.0% |
| Participant deferral / active EE | $4,713 | $4,784-1.5% | $4,167+13.1% | $5,983-21.2% |
| Admin fee / account holder | $310 | $10,134-96.9% | $6,797-95.4% | $11,248-97.2% |