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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 | $80,431 | $132,099-39.1% | $115,599-30.4% | $138,895-42.1% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.3%-29.8pp | 79.9%-35.5pp |
| Annual return | 19.52% | 176.76%-157.2pp | 111.10%-91.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,173 | $3,416-65.7% | $2,955-60.3% | $4,194-72.0% |
| Participant deferral / active EE | $4,895 | $5,617-12.9% | $4,889+0.1% | $6,396-23.5% |
| Admin fee / account holder | $1,475 | $15,650-90.6% | $12,841-88.5% | $12,562-88.3% |