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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 | $113,365 | $183,592-38.3% | $155,574-27.1% | $145,877-22.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.40% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,213 | $5,317-77.2% | $4,676-74.1% | $4,663-74.0% |
| Participant deferral / active EE | $2,269 | $6,466-64.9% | $5,629-59.7% | $6,691-66.1% |
| Admin fee / account holder | $12,113 | $19,316-37.3% | $15,914-23.9% | $13,402-9.6% |