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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 | $133,023 | $183,539-27.5% | $155,556-14.5% | $145,897-8.8% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 18.93% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,341 | $5,315-74.8% | $4,675-71.3% | $4,663-71.2% |
| Participant deferral / active EE | $3,318 | $6,467-48.7% | $5,631-41.1% | $6,689-50.4% |
| Admin fee / account holder | $6,131 | $19,275-68.2% | $15,885-61.4% | $13,390-54.2% |