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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 | $113,772 | $100,203+13.5% | $85,240+33.5% | $145,897-22.0% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 18.02% | 84.28%-66.3pp | 66.75%-48.7pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,015 | $3,242-68.7% | $2,735-62.9% | $4,663-78.2% |
| Participant deferral / active EE | $3,264 | $5,299-38.4% | $4,527-27.9% | $6,689-51.2% |
| Admin fee / account holder | $542 | $7,265-92.5% | $6,165-91.2% | $13,390-95.9% |