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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 | $89,412 | $148,582-39.8% | $135,942-34.2% | $139,456-35.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 18.40% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $1,488 | $5,245-71.6% | $4,858-69.4% | $4,753-68.7% |
| Participant deferral / active EE | $6,816 | $8,101-15.9% | $7,759-12.2% | $6,711+1.6% |
| Admin fee / account holder | $385 | $12,402-96.9% | $10,764-96.4% | $11,407-96.6% |