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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 | $104,482 | $148,582-29.7% | $135,942-23.1% | $139,456-25.1% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 15.21% | 79.26%-64.0pp | 68.28%-53.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,319 | $5,245-74.8% | $4,858-72.8% | $4,753-72.2% |
| Participant deferral / active EE | $5,890 | $8,101-27.3% | $7,759-24.1% | $6,711-12.2% |
| Admin fee / account holder | $1,167 | $12,402-90.6% | $10,764-89.2% | $11,407-89.8% |