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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 | $104,444 | $101,063+3.3% | $81,473+28.2% | $147,586-29.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 26.11% | 32.41%-6.3pp | 38.78%-12.7pp | 578.59%-552.5pp |
| Employer contribution / active EE | $528 | $3,206-83.5% | $2,568-79.4% | $4,876-89.2% |
| Participant deferral / active EE | $1,371 | $4,242-67.7% | $3,537-61.2% | $5,439-74.8% |
| Admin fee / account holder | $515 | $5,812-91.1% | $4,561-88.7% | $10,886-95.3% |