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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 | $115,138 | $183,592-37.3% | $155,574-26.0% | $145,877-21.1% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 13.39% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,146 | $5,317-78.4% | $4,676-75.5% | $4,663-75.4% |
| Participant deferral / active EE | $2,035 | $6,466-68.5% | $5,629-63.8% | $6,691-69.6% |
| Admin fee / account holder | $422 | $19,316-97.8% | $15,914-97.4% | $13,402-96.9% |