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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 | $98,614 | $217,427-54.6% | $185,837-46.9% | $167,518-41.1% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 15.95% | 148.39%-132.4pp | 122.08%-106.1pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,360 | $5,874-76.9% | $5,168-73.7% | $4,838-71.9% |
| Participant deferral / active EE | $4,791 | $6,357-24.6% | $5,568-14.0% | $6,342-24.5% |
| Admin fee / account holder | $14,652 | $19,816-26.1% | $16,241-9.8% | $12,312+19.0% |