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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 | $116,648 | $157,296-25.8% | $141,191-17.4% | $152,897-23.7% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 32.88% | 64.34%-31.5pp | 71.41%-38.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $1,533 | $5,262-70.9% | $4,736-67.6% | $4,764-67.8% |
| Participant deferral / active EE | $3,215 | $7,111-54.8% | $6,710-52.1% | $5,851-45.1% |
| Admin fee / account holder | $5,988 | $12,125-50.6% | $10,264-41.7% | $11,599-48.4% |