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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 | $114,718 | $183,988-37.6% | $162,177-29.3% | $152,897-25.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 20.10% | 150.79%-130.7pp | 115.60%-95.5pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,787 | $6,370-71.9% | $5,613-68.2% | $4,764-62.5% |
| Participant deferral / active EE | $4,508 | $8,032-43.9% | $7,297-38.2% | $5,851-23.0% |
| Admin fee / account holder | $21,082 | $13,123+60.6% | $10,843+94.4% | $11,599+81.7% |