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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 | $104,912 | $132,099-20.6% | $115,599-9.2% | $138,895-24.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.3%-36.8pp | 79.9%-42.4pp |
| Annual return | 21.87% | 176.76%-154.9pp | 111.10%-89.2pp | 145.39%-123.5pp |
| Employer contribution / active EE | $922 | $3,416-73.0% | $2,955-68.8% | $4,194-78.0% |
| Participant deferral / active EE | $3,268 | $5,617-41.8% | $4,889-33.2% | $6,396-48.9% |
| Admin fee / account holder | $4,251 | $15,650-72.8% | $12,841-66.9% | $12,562-66.2% |