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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 | $86,914 | $183,592-52.7% | $155,567-44.1% | $145,959-40.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 11.46% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,353 | $5,315-74.5% | $4,674-71.0% | $4,661-71.0% |
| Participant deferral / active EE | $3,031 | $6,464-53.1% | $5,628-46.1% | $6,689-54.7% |
| Admin fee / account holder | $4,439 | $19,318-77.0% | $15,916-72.1% | $13,398-66.9% |