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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 | $93,535 | $148,623-37.1% | $135,974-31.2% | $139,466-32.9% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 23.91% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $1,508 | $5,246-71.3% | $4,859-69.0% | $4,754-68.3% |
| Participant deferral / active EE | $6,836 | $8,103-15.6% | $7,760-11.9% | $6,712+1.8% |
| Admin fee / account holder | $852 | $12,406-93.1% | $10,767-92.1% | $11,409-92.5% |