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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 | $106,927 | $209,425-48.9% | $178,499-40.1% | $158,966-32.7% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 12.21% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,532 | $5,707-73.2% | $5,011-69.4% | $4,762-67.8% |
| Participant deferral / active EE | $2,981 | $5,955-49.9% | $5,202-42.7% | $5,983-50.2% |
| Admin fee / account holder | $10,810 | $17,078-36.7% | $13,986-22.7% | $11,250-3.9% |