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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 | $103,674 | $157,276-34.1% | $141,177-26.6% | $152,885-32.2% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 25.42% | 64.33%-38.9pp | 71.40%-46.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,062 | $5,262-79.8% | $4,736-77.6% | $4,763-77.7% |
| Participant deferral / active EE | $3,189 | $7,110-55.2% | $6,710-52.5% | $5,851-45.5% |
| Admin fee / account holder | $911 | $12,123-92.5% | $10,263-91.1% | $11,598-92.1% |