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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 | $88,857 | $110,093-19.3% | $97,295-8.7% | $145,897-39.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 72.7%-30.6pp | 80.3%-38.2pp |
| Annual return | 14.12% | 244.76%-230.6pp | 75.62%-61.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,473 | $3,077-52.1% | $2,723-45.9% | $4,663-68.4% |
| Participant deferral / active EE | $3,054 | $4,678-34.7% | $4,264-28.4% | $6,689-54.3% |
| Admin fee / account holder | $303 | $6,212-95.1% | $5,646-94.6% | $13,390-97.7% |