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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 | $106,610 | $152,612-30.1% | $125,192-14.8% | $152,897-30.3% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 20.51% | 54.85%-34.3pp | 43.79%-23.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,805 | $4,947-63.5% | $3,866-53.3% | $4,764-62.1% |
| Participant deferral / active EE | $4,583 | $5,868-21.9% | $4,937-7.2% | $5,851-21.7% |
| Admin fee / account holder | $964 | $13,437-92.8% | $9,704-90.1% | $11,599-91.7% |