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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 | $109,571 | $209,428-47.7% | $178,498-38.6% | $158,950-31.1% |
| Participation rate | 14.3% | 86.4%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 20.39% | 188.78%-168.4pp | 151.09%-130.7pp | 302.91%-282.5pp |
| Employer contribution / active EE | $1,629 | $5,707-71.5% | $5,011-67.5% | $4,762-65.8% |
| Participant deferral / active EE | $2,786 | $5,955-53.2% | $5,202-46.4% | $5,983-53.4% |
| Admin fee / account holder | $1,189 | $17,077-93.0% | $13,985-91.5% | $11,248-89.4% |