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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 | $114,121 | $160,028-28.7% | $147,080-22.4% | $145,884-21.8% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 15.56% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,699 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $4,889 | $8,422-42.0% | $8,066-39.4% | $6,690-26.9% |
| Admin fee / account holder | $1,431 | $15,030-90.5% | $12,989-89.0% | $13,392-89.3% |