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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 | $208,879 | $103,000+102.8% | $90,300+131.3% | $152,885+36.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 17.03% | 95.19%-78.2pp | 78.11%-61.1pp | 345.39%-328.4pp |
| Employer contribution / active EE | $1,569 | $3,138-50.0% | $2,854-45.0% | $4,763-67.1% |
| Participant deferral / active EE | $4,992 | $4,281+16.6% | $3,884+28.5% | $5,851-14.7% |
| Admin fee / account holder | $24,961 | $6,173+304.3% | $5,353+366.3% | $11,598+115.2% |