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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 | $115,042 | $181,062-36.5% | $158,223-27.3% | $155,188-25.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 22.63% | 57.39%-34.8pp | 52.09%-29.5pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,121 | $4,565-75.4% | $4,109-72.7% | $4,248-73.6% |
| Participant deferral / active EE | $4,408 | $6,134-28.1% | $5,467-19.4% | $6,531-32.5% |
| Admin fee / account holder | $677 | $18,825-96.4% | $16,047-95.8% | $14,480-95.3% |