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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 | $81,323 | $160,028-49.2% | $147,080-44.7% | $145,884-44.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 11.21% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,038 | $5,286-61.5% | $4,933-58.7% | $4,662-56.3% |
| Participant deferral / active EE | $3,866 | $8,422-54.1% | $8,066-52.1% | $6,690-42.2% |
| Admin fee / account holder | $1,458 | $15,030-90.3% | $12,989-88.8% | $13,392-89.1% |