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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 | $103,267 | $226,090-54.3% | $182,531-43.4% | $152,885-32.5% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 27.06% | 192.57%-165.5pp | 148.57%-121.5pp | 345.39%-318.3pp |
| Employer contribution / active EE | $1,119 | $4,978-77.5% | $4,075-72.5% | $4,763-76.5% |
| Participant deferral / active EE | $5,829 | $6,369-8.5% | $5,525+5.5% | $5,851-0.4% |
| Admin fee / account holder | $7,734 | $10,705-27.8% | $8,593-10.0% | $11,598-33.3% |