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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 | $89,341 | $183,592-51.3% | $155,574-42.6% | $145,877-38.8% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 8.80% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,096 | $5,317-79.4% | $4,676-76.6% | $4,663-76.5% |
| Participant deferral / active EE | $4,225 | $6,466-34.7% | $5,629-24.9% | $6,691-36.8% |
| Admin fee / account holder | $4,485 | $19,316-76.8% | $15,914-71.8% | $13,402-66.5% |