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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 | $88,939 | $183,592-51.6% | $155,574-42.8% | $145,877-39.0% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 13.42% | 61.37%-48.0pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,744 | $5,317-67.2% | $4,676-62.7% | $4,663-62.6% |
| Participant deferral / active EE | $4,214 | $6,466-34.8% | $5,629-25.1% | $6,691-37.0% |
| Admin fee / account holder | $6,009 | $19,316-68.9% | $15,914-62.2% | $13,402-55.2% |