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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 | $115,768 | $217,432-46.8% | $185,849-37.7% | $167,536-30.9% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 15.49% | 148.42%-132.9pp | 122.10%-106.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,602 | $5,875-72.7% | $5,169-69.0% | $4,839-66.9% |
| Participant deferral / active EE | $3,948 | $6,357-37.9% | $5,569-29.1% | $6,342-37.7% |
| Admin fee / account holder | $5,712 | $19,818-71.2% | $16,244-64.8% | $12,315-53.6% |