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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 | $74,102 | $152,592-51.4% | $125,180-40.8% | $152,885-51.5% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 11.96% | 54.84%-42.9pp | 43.79%-31.8pp | 345.39%-333.4pp |
| Employer contribution / active EE | $2,137 | $4,947-56.8% | $3,866-44.7% | $4,763-55.1% |
| Participant deferral / active EE | $4,353 | $5,868-25.8% | $4,937-11.8% | $5,851-25.6% |
| Admin fee / account holder | $1,889 | $13,435-85.9% | $9,703-80.5% | $11,598-83.7% |