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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 | $94,497 | $289,211-67.3% | $260,467-63.7% | $198,609-52.4% |
| Participation rate | 63.6% | 83.1%-19.5pp | 80.5%-16.8pp | 82.4%-18.7pp |
| Annual return | 12.39% | 112.90%-100.5pp | 100.60%-88.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,418 | $4,663-69.6% | $4,239-66.6% | $5,055-72.0% |
| Participant deferral / active EE | $1,661 | $6,812-75.6% | $6,319-73.7% | $6,977-76.2% |
| Admin fee / account holder | $10,224 | $16,236-37.0% | $15,461-33.9% | $19,030-46.3% |