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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 | $90,106 | $165,399-45.5% | $149,745-39.8% | $158,982-43.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 17.15% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,745 | $5,105-65.8% | $4,646-62.4% | $4,763-63.4% |
| Participant deferral / active EE | $4,375 | $7,183-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $8,646 | $10,811-20.0% | $9,312-7.2% | $11,252-23.2% |