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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 | $103,226 | $160,028-35.5% | $147,080-29.8% | $145,884-29.2% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 12.92% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,176 | $5,286-77.8% | $4,933-76.2% | $4,662-74.8% |
| Participant deferral / active EE | $3,008 | $8,422-64.3% | $8,066-62.7% | $6,690-55.0% |
| Admin fee / account holder | $9,023 | $15,030-40.0% | $12,989-30.5% | $13,392-32.6% |