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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 | $91,822 | $134,817-31.9% | $123,973-25.9% | $155,188-40.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 20.18% | 515.49%-495.3pp | 388.13%-368.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,349 | $4,425-69.5% | $4,126-67.3% | $4,248-68.2% |
| Participant deferral / active EE | $4,083 | $5,706-28.4% | $5,247-22.2% | $6,531-37.5% |
| Admin fee / account holder | $689 | $13,245-94.8% | $11,799-94.2% | $14,480-95.2% |