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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 | $101,766 | $157,304-35.3% | $141,197-27.9% | $152,909-33.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 19.39% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,259 | $5,263-76.1% | $4,736-73.4% | $4,764-73.6% |
| Participant deferral / active EE | $2,619 | $7,111-63.2% | $6,710-61.0% | $5,851-55.2% |
| Admin fee / account holder | $633 | $12,126-94.8% | $10,265-93.8% | $11,601-94.5% |