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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 | $101,096 | $154,193-34.4% | $130,045-22.3% | $139,466-27.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 18.51% | 32.51%-14.0pp | -137.30%+155.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,564 | $5,292-70.4% | $4,321-63.8% | $4,754-67.1% |
| Participant deferral / active EE | $3,303 | $6,709-50.8% | $5,820-43.3% | $6,712-50.8% |
| Admin fee / account holder | $1,150 | $13,989-91.8% | $10,600-89.1% | $11,409-89.9% |