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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 | $118,377 | $102,429+15.6% | $147,096-19.5% | $80,925+46.3% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 18.82% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $1,414 | $3,716-61.9% | $4,936-71.4% | $2,756-48.7% |
| Participant deferral / active EE | $4,016 | $6,649-39.6% | $8,071-50.2% | $4,299-6.6% |
| Admin fee / account holder | $1,693 | $7,957-78.7% | $13,005-87.0% | $6,940-75.6% |