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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 | $107,832 | $183,539-41.2% | $155,556-30.7% | $145,897-26.1% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 19.22% | 61.31%-42.1pp | 64.84%-45.6pp | 552.29%-533.1pp |
| Employer contribution / active EE | $1,914 | $5,315-64.0% | $4,675-59.1% | $4,663-58.9% |
| Participant deferral / active EE | $6,188 | $6,467-4.3% | $5,631+9.9% | $6,689-7.5% |
| Admin fee / account holder | $907 | $19,275-95.3% | $15,885-94.3% | $13,390-93.2% |