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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 | $85,213 | $115,796-26.4% | $101,264-15.9% | $158,950-46.4% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 21.78% | 56.15%-34.4pp | 46.48%-24.7pp | 302.91%-281.1pp |
| Employer contribution / active EE | $1,585 | $4,175-62.0% | $3,660-56.7% | $4,762-66.7% |
| Participant deferral / active EE | $3,002 | $4,958-39.5% | $4,370-31.3% | $5,983-49.8% |
| Admin fee / account holder | $7,194 | $7,247-0.7% | $5,947+21.0% | $11,248-36.0% |