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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 | $99,076 | $134,817-26.5% | $123,973-20.1% | $155,188-36.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.7%-39.2pp | 80.8%-43.3pp |
| Annual return | 20.53% | 515.49%-495.0pp | 388.13%-367.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,453 | $4,425-67.2% | $4,126-64.8% | $4,248-65.8% |
| Participant deferral / active EE | $3,937 | $5,706-31.0% | $5,247-25.0% | $6,531-39.7% |
| Admin fee / account holder | $12,139 | $13,245-8.4% | $11,799+2.9% | $14,480-16.2% |