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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 | $131,008 | $165,399-20.8% | $149,745-12.5% | $158,982-17.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.64% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,889 | $5,105-43.4% | $4,646-37.8% | $4,763-39.3% |
| Participant deferral / active EE | $7,277 | $7,183+1.3% | $6,843+6.3% | $5,983+21.6% |
| Admin fee / account holder | $3,606 | $10,811-66.6% | $9,312-61.3% | $11,252-68.0% |