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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 | $96,569 | $152,619-36.7% | $125,195-22.9% | $152,909-36.8% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.5%-20.6pp |
| Annual return | 18.82% | 54.85%-36.0pp | 43.79%-25.0pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,026 | $4,947-79.3% | $3,866-73.5% | $4,764-78.5% |
| Participant deferral / active EE | $5,930 | $5,869+1.1% | $4,937+20.1% | $5,851+1.3% |
| Admin fee / account holder | $1,773 | $13,437-86.8% | $9,704-81.7% | $11,601-84.7% |