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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 | $112,671 | $157,296-28.4% | $141,191-20.2% | $152,897-26.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 21.30% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,616 | $5,262-69.3% | $4,736-65.9% | $4,764-66.1% |
| Participant deferral / active EE | $5,152 | $7,111-27.5% | $6,710-23.2% | $5,851-11.9% |
| Admin fee / account holder | $4,145 | $12,125-65.8% | $10,264-59.6% | $11,599-64.3% |