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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 | $101,278 | $157,296-35.6% | $141,191-28.3% | $152,897-33.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 15.17% | 64.34%-49.2pp | 71.41%-56.2pp | 345.43%-330.3pp |
| Employer contribution / active EE | $2,824 | $5,262-46.3% | $4,736-40.4% | $4,764-40.7% |
| Participant deferral / active EE | $3,432 | $7,111-51.7% | $6,710-48.9% | $5,851-41.3% |
| Admin fee / account holder | $1,319 | $12,125-89.1% | $10,264-87.2% | $11,599-88.6% |