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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 | $98,773 | $115,810-14.7% | $101,271-2.5% | $158,966-37.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 21.32% | 56.15%-34.8pp | 46.48%-25.2pp | 302.95%-281.6pp |
| Employer contribution / active EE | $1,607 | $4,175-61.5% | $3,660-56.1% | $4,762-66.2% |
| Participant deferral / active EE | $1,947 | $4,958-60.7% | $4,371-55.4% | $5,983-67.5% |
| Admin fee / account holder | $999 | $7,248-86.2% | $5,948-83.2% | $11,250-91.1% |