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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 | $140,487 | $226,135-37.9% | $182,558-23.0% | $152,909-8.1% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.5%-20.9pp |
| Annual return | 14.13% | 192.60%-178.5pp | 148.59%-134.5pp | 345.46%-331.3pp |
| Employer contribution / active EE | $2,688 | $4,979-46.0% | $4,076-34.0% | $4,764-43.6% |
| Participant deferral / active EE | $4,878 | $6,371-23.4% | $5,526-11.7% | $5,851-16.6% |
| Admin fee / account holder | $29,030 | $10,707+171.1% | $8,594+237.8% | $11,601+150.2% |