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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 | $86,017 | $148,623-42.1% | $135,974-36.7% | $139,466-38.3% |
| Participation rate | 31.3% | 83.9%-52.6pp | 81.9%-50.7pp | 80.3%-49.1pp |
| Annual return | 17.13% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,142 | $5,246-78.2% | $4,859-76.5% | $4,754-76.0% |
| Participant deferral / active EE | $3,445 | $8,103-57.5% | $7,760-55.6% | $6,712-48.7% |
| Admin fee / account holder | $6,344 | $12,406-48.9% | $10,767-41.1% | $11,409-44.4% |