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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 | $109,146 | $217,432-49.8% | $185,849-41.3% | $167,536-34.9% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 18.27% | 148.42%-130.1pp | 122.10%-103.8pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,345 | $5,875-77.1% | $5,169-74.0% | $4,839-72.2% |
| Participant deferral / active EE | $4,818 | $6,357-24.2% | $5,569-13.5% | $6,342-24.0% |
| Admin fee / account holder | $1,919 | $19,818-90.3% | $16,244-88.2% | $12,315-84.4% |