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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 | $100,848 | $157,296-35.9% | $141,191-28.6% | $152,897-34.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 22.82% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,132 | $5,262-59.5% | $4,736-55.0% | $4,764-55.3% |
| Participant deferral / active EE | $4,524 | $7,111-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $1,035 | $12,125-91.5% | $10,264-89.9% | $11,599-91.1% |