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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 | $103,566 | $148,582-30.3% | $135,942-23.8% | $139,456-25.7% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 19.08% | 79.26%-60.2pp | 68.28%-49.2pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,910 | $5,245-63.6% | $4,858-60.7% | $4,753-59.8% |
| Participant deferral / active EE | $10,887 | $8,101+34.4% | $7,759+40.3% | $6,711+62.2% |
| Admin fee / account holder | $369 | $12,402-97.0% | $10,764-96.6% | $11,407-96.8% |