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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 | $101,948 | $157,296-35.2% | $141,191-27.8% | $152,897-33.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 19.49% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,265 | $5,262-76.0% | $4,736-73.3% | $4,764-73.5% |
| Participant deferral / active EE | $2,643 | $7,111-62.8% | $6,710-60.6% | $5,851-54.8% |
| Admin fee / account holder | $1,393 | $12,125-88.5% | $10,264-86.4% | $11,599-88.0% |