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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 | $72,891 | $125,190-41.8% | $105,624-31.0% | $145,897-50.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.17% | 225.22%-215.0pp | 116.20%-106.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,525 | $3,720-59.0% | $3,168-51.9% | $4,663-67.3% |
| Participant deferral / active EE | $3,973 | $5,716-30.5% | $5,013-20.7% | $6,689-40.6% |
| Admin fee / account holder | $19,225 | $17,138+12.2% | $10,961+75.4% | $13,390+43.6% |