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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 | $105,648 | $183,592-42.5% | $155,574-32.1% | $145,877-27.6% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 22.62% | 61.37%-38.8pp | 64.87%-42.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,114 | $5,317-79.0% | $4,676-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $4,574 | $6,466-29.3% | $5,629-18.8% | $6,691-31.6% |
| Admin fee / account holder | $2,428 | $19,316-87.4% | $15,914-84.7% | $13,402-81.9% |