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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 | $111,622 | $183,592-39.2% | $155,574-28.3% | $145,877-23.5% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 13.34% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,536 | $5,317-71.1% | $4,676-67.2% | $4,663-67.1% |
| Participant deferral / active EE | $4,609 | $6,466-28.7% | $5,629-18.1% | $6,691-31.1% |
| Admin fee / account holder | $6,048 | $19,316-68.7% | $15,914-62.0% | $13,402-54.9% |