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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 | $114,476 | $185,830-38.4% | $170,004-32.7% | $139,427-17.9% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 13.98% | 60.52%-46.5pp | 53.39%-39.4pp | 373.27%-359.3pp |
| Employer contribution / active EE | $1,862 | $7,591-75.5% | $6,786-72.6% | $4,752-60.8% |
| Participant deferral / active EE | $4,034 | $11,622-65.3% | $10,408-61.2% | $6,711-39.9% |
| Admin fee / account holder | $482 | $15,381-96.9% | $12,816-96.2% | $11,404-95.8% |