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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 | $126,113-26.0% | $116,096-19.7% | $155,188-39.9% |
| Participation rate | 63.6% | 75.1%-11.5pp | 73.3%-9.7pp | 80.8%-17.2pp |
| Annual return | 11.75% | 391.72%-380.0pp | 326.25%-314.5pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,415 | $2,672-47.0% | $2,503-43.5% | $4,248-66.7% |
| Participant deferral / active EE | $3,307 | $4,162-20.5% | $3,952-16.3% | $6,531-49.4% |
| Admin fee / account holder | $16,445 | $8,045+104.4% | $7,704+113.5% | $14,480+13.6% |