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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 | $108,498 | $149,040-27.2% | $120,225-9.8% | $137,256-21.0% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 14.20% | 605.68%-591.5pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $961 | $4,350-77.9% | $3,475-72.4% | $4,156-76.9% |
| Participant deferral / active EE | $2,131 | $4,655-54.2% | $3,999-46.7% | $6,407-66.7% |
| Admin fee / account holder | $7,836 | $6,348+23.4% | $5,696+37.6% | $12,270-36.1% |