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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 | $105,997 | $226,090-53.1% | $182,531-41.9% | $152,885-30.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 25.27% | 192.57%-167.3pp | 148.57%-123.3pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,047 | $4,978-79.0% | $4,075-74.3% | $4,763-78.0% |
| Participant deferral / active EE | $2,146 | $6,369-66.3% | $5,525-61.2% | $5,851-63.3% |
| Admin fee / account holder | $3,141 | $10,705-70.7% | $8,593-63.4% | $11,598-72.9% |