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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 | $120,054 | $171,492-30.0% | $150,734-20.4% | $198,609-39.6% |
| Participation rate | 36.8% | 81.4%-44.6pp | 78.4%-41.6pp | 82.4%-45.5pp |
| Annual return | 18.52% | 804.70%-786.2pp | 600.81%-582.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $1,602 | $5,470-70.7% | $4,918-67.4% | $5,055-68.3% |
| Participant deferral / active EE | $4,740 | $6,259-24.3% | $5,610-15.5% | $6,977-32.1% |
| Admin fee / account holder | $1,381 | $17,628-92.2% | $14,905-90.7% | $19,030-92.7% |