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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 | $91,797 | $166,268-44.8% | $165,100-44.4% | $145,897-37.1% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.2pp |
| Annual return | 13.70% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,210 | $5,284-77.1% | $4,348-72.2% | $4,663-74.0% |
| Participant deferral / active EE | $3,998 | $6,964-42.6% | $6,035-33.8% | $6,689-40.2% |
| Admin fee / account holder | $9,184 | $16,659-44.9% | $12,696-27.7% | $13,390-31.4% |