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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 | $83,937 | $183,516-54.3% | $155,534-46.0% | $145,884-42.5% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 19.28% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,627 | $5,315-69.4% | $4,675-65.2% | $4,662-65.1% |
| Participant deferral / active EE | $4,290 | $6,467-33.7% | $5,630-23.8% | $6,690-35.9% |
| Admin fee / account holder | $4,707 | $19,293-75.6% | $15,900-70.4% | $13,392-64.9% |