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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 | $92,720 | $132,634-30.1% | $115,768-19.9% | $137,256-32.4% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.4%-35.9pp | 80.0%-41.5pp |
| Annual return | 20.41% | 160.70%-140.3pp | 100.46%-80.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,263 | $3,360-62.4% | $2,940-57.0% | $4,156-69.6% |
| Participant deferral / active EE | $2,560 | $5,619-54.4% | $4,917-47.9% | $6,407-60.0% |
| Admin fee / account holder | $2,509 | $15,028-83.3% | $12,439-79.8% | $12,270-79.6% |