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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 | $96,646 | $183,539-47.3% | $155,556-37.9% | $145,897-33.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.26% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,151 | $5,315-78.4% | $4,675-75.4% | $4,663-75.3% |
| Participant deferral / active EE | $4,010 | $6,467-38.0% | $5,631-28.8% | $6,689-40.1% |
| Admin fee / account holder | $26,685 | $19,275+38.4% | $15,885+68.0% | $13,390+99.3% |