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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 | $109,553 | $232,540-52.9% | $185,117-40.8% | $147,585-25.8% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 21.43% | 43.03%-21.6pp | 40.50%-19.1pp | 578.58%-557.2pp |
| Employer contribution / active EE | $1,374 | $5,195-73.6% | $4,182-67.1% | $4,876-71.8% |
| Participant deferral / active EE | $3,415 | $5,834-41.5% | $5,045-32.3% | $5,439-37.2% |
| Admin fee / account holder | $13,401 | $10,275+30.4% | $8,159+64.2% | $10,886+23.1% |