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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 | $112,808 | $176,402-36.1% | $134,155-15.9% | $158,950-29.0% |
| Participation rate | 60.9% | 78.7%-17.9pp | 72.2%-11.3pp | 82.0%-21.1pp |
| Annual return | 16.25% | 63.66%-47.4pp | 36.34%-20.1pp | 302.91%-286.7pp |
| Employer contribution / active EE | $516 | $5,042-89.8% | $3,705-86.1% | $4,762-89.2% |
| Participant deferral / active EE | $5,059 | $4,093+23.6% | $3,500+44.6% | $5,983-15.4% |
| Admin fee / account holder | $1,005 | $8,719-88.5% | $6,685-85.0% | $11,248-91.1% |