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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 | $94,743 | $148,623-36.3% | $135,974-30.3% | $139,466-32.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.15% | 79.30%-61.1pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,344 | $5,246-74.4% | $4,859-72.3% | $4,754-71.7% |
| Participant deferral / active EE | $6,180 | $8,103-23.7% | $7,760-20.4% | $6,712-7.9% |
| Admin fee / account holder | $7,765 | $12,406-37.4% | $10,767-27.9% | $11,409-31.9% |