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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 | $111,122 | $157,296-29.4% | $141,191-21.3% | $152,897-27.3% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 25.60% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,465 | $5,262-72.2% | $4,736-69.1% | $4,764-69.2% |
| Participant deferral / active EE | $4,794 | $7,111-32.6% | $6,710-28.6% | $5,851-18.1% |
| Admin fee / account holder | $510 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |