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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 | $96,945 | $162,529-40.4% | $130,788-25.9% | $154,746-37.4% |
| Participation rate | 65.0% | 75.9%-10.9pp | 70.1%-5.1pp | 80.7%-15.7pp |
| Annual return | 15.40% | 510.48%-495.1pp | 386.44%-371.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,698 | $4,447-61.8% | $3,558-52.3% | $4,379-61.2% |
| Participant deferral / active EE | $2,023 | $4,808-57.9% | $4,137-51.1% | $6,730-69.9% |
| Admin fee / account holder | $1,840 | $7,669-76.0% | $6,673-72.4% | $14,365-87.2% |