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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 | $103,042 | $183,516-43.9% | $155,534-33.7% | $145,884-29.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.77% | 61.43%-46.7pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,021 | $5,315-62.0% | $4,675-56.8% | $4,662-56.7% |
| Participant deferral / active EE | $3,789 | $6,467-41.4% | $5,630-32.7% | $6,690-43.4% |
| Admin fee / account holder | $2,366 | $19,293-87.7% | $15,900-85.1% | $13,392-82.3% |