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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 | $105,411 | $183,539-42.6% | $155,556-32.2% | $145,897-27.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.10% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,517 | $5,315-71.5% | $4,675-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $8,382 | $6,467+29.6% | $5,631+48.9% | $6,689+25.3% |
| Admin fee / account holder | $1,735 | $19,275-91.0% | $15,885-89.1% | $13,390-87.0% |