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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 | $79,117 | $125,237-36.8% | $105,608-25.1% | $145,877-45.8% |
| Participation rate | 30.8% | 77.7%-46.9pp | 75.3%-44.5pp | 80.3%-49.5pp |
| Annual return | 10.86% | 225.76%-214.9pp | 116.50%-105.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,666 | $3,720-55.2% | $3,167-47.4% | $4,663-64.3% |
| Participant deferral / active EE | $3,072 | $5,711-46.2% | $5,010-38.7% | $6,691-54.1% |
| Admin fee / account holder | $40,747 | $17,287+135.7% | $11,028+269.5% | $13,402+204.0% |