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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 | $103,663 | $148,629-30.3% | $135,982-23.8% | $139,487-25.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.75% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $1,796 | $5,247-65.8% | $4,859-63.0% | $4,755-62.2% |
| Participant deferral / active EE | $6,465 | $8,102-20.2% | $7,760-16.7% | $6,713-3.7% |
| Admin fee / account holder | $8,805 | $12,406-29.0% | $10,767-18.2% | $11,407-22.8% |