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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 | $185,614 | $226,135-17.9% | $182,558+1.7% | $152,909+21.4% |
| Participation rate | 45.8% | 82.5%-36.6pp | 78.0%-32.1pp | 82.5%-36.6pp |
| Annual return | 24.15% | 192.60%-168.5pp | 148.59%-124.4pp | 345.46%-321.3pp |
| Employer contribution / active EE | $700 | $4,979-85.9% | $4,076-82.8% | $4,764-85.3% |
| Participant deferral / active EE | $3,902 | $6,371-38.7% | $5,526-29.4% | $5,851-33.3% |
| Admin fee / account holder | $11,571 | $10,707+8.1% | $8,594+34.6% | $11,601-0.3% |