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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 | $116,260 | $103,000+12.9% | $90,300+28.7% | $152,885-24.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 18.38% | 95.19%-76.8pp | 78.11%-59.7pp | 345.39%-327.0pp |
| Employer contribution / active EE | $1,148 | $3,138-63.4% | $2,854-59.8% | $4,763-75.9% |
| Participant deferral / active EE | $3,424 | $4,281-20.0% | $3,884-11.9% | $5,851-41.5% |
| Admin fee / account holder | $4,960 | $6,173-19.7% | $5,353-7.3% | $11,598-57.2% |