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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 | $95,962 | $175,257-45.2% | $149,717-35.9% | $139,456-31.2% |
| Participation rate | 59.1% | 83.4%-24.3pp | 78.8%-19.7pp | 80.3%-21.2pp |
| Annual return | 14.86% | 166.70%-151.8pp | 134.41%-119.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,102 | $5,477-79.9% | $4,820-77.1% | $4,753-76.8% |
| Participant deferral / active EE | $3,701 | $6,521-43.2% | $5,682-34.9% | $6,711-44.9% |
| Admin fee / account holder | $1,063 | $16,156-93.4% | $13,213-92.0% | $11,407-90.7% |