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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 | $101,350 | $157,304-35.6% | $141,197-28.2% | $152,909-33.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 17.22% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,195 | $5,263-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $5,042 | $7,111-29.1% | $6,710-24.9% | $5,851-13.8% |
| Admin fee / account holder | $302 | $12,126-97.5% | $10,265-97.1% | $11,601-97.4% |