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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 | $94,486 | $157,276-39.9% | $141,177-33.1% | $152,885-38.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.35% | 64.33%-45.0pp | 71.40%-52.1pp | 345.39%-326.0pp |
| Employer contribution / active EE | $4,560 | $5,262-13.3% | $4,736-3.7% | $4,763-4.3% |
| Participant deferral / active EE | $9,826 | $7,110+38.2% | $6,710+46.4% | $5,851+67.9% |
| Admin fee / account holder | $15,663 | $12,123+29.2% | $10,263+52.6% | $11,598+35.0% |