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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 | $105,302 | $85,766+22.8% | $136,298-22.7% | $70,126+50.2% |
| Participation rate | 26.7% | 74.2%-47.5pp | 81.9%-55.3pp | 69.5%-42.9pp |
| Annual return | 16.54% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,057 | $2,966-64.3% | $4,696-77.5% | $2,343-54.9% |
| Participant deferral / active EE | $3,039 | $5,051-39.8% | $6,247-51.4% | $3,332-8.8% |
| Admin fee / account holder | $4,274 | $5,421-21.1% | $9,244-53.8% | $4,645-8.0% |