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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 | $173,995 | $226,105-23.0% | $182,540-4.7% | $152,897+13.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 25.45% | 192.58%-167.1pp | 148.58%-123.1pp | 345.43%-320.0pp |
| Employer contribution / active EE | $578 | $4,978-88.4% | $4,076-85.8% | $4,764-87.9% |
| Participant deferral / active EE | $3,763 | $6,370-40.9% | $5,525-31.9% | $5,851-35.7% |
| Admin fee / account holder | $1,505 | $10,706-85.9% | $8,593-82.5% | $11,599-87.0% |