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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 | $95,172 | $227,566-58.2% | $189,558-49.8% | $167,518-43.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.5%-35.6pp | 82.1%-39.3pp |
| Annual return | 13.98% | 78.43%-64.5pp | 64.19%-50.2pp | 478.71%-464.7pp |
| Employer contribution / active EE | $2,519 | $5,316-52.6% | $4,412-42.9% | $4,838-47.9% |
| Participant deferral / active EE | $4,062 | $7,002-42.0% | $6,174-34.2% | $6,342-36.0% |
| Admin fee / account holder | $1,973 | $11,881-83.4% | $9,809-79.9% | $12,312-84.0% |