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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 | $99,547 | $217,432-54.2% | $185,849-46.4% | $167,536-40.6% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 10.15% | 148.42%-138.3pp | 122.10%-111.9pp | 478.82%-468.7pp |
| Employer contribution / active EE | $2,342 | $5,875-60.1% | $5,169-54.7% | $4,839-51.6% |
| Participant deferral / active EE | $4,850 | $6,357-23.7% | $5,569-12.9% | $6,342-23.5% |
| Admin fee / account holder | $40,241 | $19,818+103.0% | $16,244+147.7% | $12,315+226.8% |