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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 | $93,280 | $125,778-25.8% | $114,563-18.6% | $154,746-39.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.9%-9.3pp | 80.7%-17.1pp |
| Annual return | 11.75% | 295.14%-283.4pp | 241.09%-229.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,415 | $2,806-49.6% | $2,592-45.4% | $4,379-67.7% |
| Participant deferral / active EE | $3,307 | $4,445-25.6% | $4,142-20.2% | $6,730-50.9% |
| Admin fee / account holder | $16,445 | $8,190+100.8% | $7,623+115.7% | $14,365+14.5% |