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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 | $91,649 | $148,629-38.3% | $135,982-32.6% | $139,487-34.3% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 21.53% | 79.33%-57.8pp | 68.32%-46.8pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,538 | $5,247-70.7% | $4,859-68.3% | $4,755-67.6% |
| Participant deferral / active EE | $3,012 | $8,102-62.8% | $7,760-61.2% | $6,713-55.1% |
| Admin fee / account holder | $2,443 | $12,406-80.3% | $10,767-77.3% | $11,407-78.6% |