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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 | $107,547 | $157,296-31.6% | $141,191-23.8% | $152,897-29.7% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.5%-28.3pp |
| Annual return | 20.07% | 64.34%-44.3pp | 71.41%-51.3pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,875 | $5,262-64.4% | $4,736-60.4% | $4,764-60.6% |
| Participant deferral / active EE | $5,049 | $7,111-29.0% | $6,710-24.8% | $5,851-13.7% |
| Admin fee / account holder | $2,610 | $12,125-78.5% | $10,264-74.6% | $11,599-77.5% |