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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 | $105,414 | $166,131-36.5% | $164,975-36.1% | $145,877-27.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 13.08% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,463 | $5,276-72.3% | $4,343-66.3% | $4,663-68.6% |
| Participant deferral / active EE | $2,834 | $6,962-59.3% | $6,033-53.0% | $6,691-57.6% |
| Admin fee / account holder | $818 | $16,648-95.1% | $12,688-93.6% | $13,402-93.9% |