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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 | $105,800 | $211,224-49.9% | $178,505-40.7% | $145,897-27.5% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 11.26% | 30.28%-19.0pp | 27.16%-15.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,350 | $4,577-70.5% | $3,955-65.9% | $4,663-71.0% |
| Participant deferral / active EE | $3,064 | $6,966-56.0% | $6,280-51.2% | $6,689-54.2% |
| Admin fee / account holder | $1,076 | $12,109-91.1% | $10,428-89.7% | $13,390-92.0% |