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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 | $79,143 | $148,582-46.7% | $135,942-41.8% | $139,456-43.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.56% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.9pp |
| Employer contribution / active EE | $2,107 | $5,245-59.8% | $4,858-56.6% | $4,753-55.7% |
| Participant deferral / active EE | $5,392 | $8,101-33.4% | $7,759-30.5% | $6,711-19.7% |
| Admin fee / account holder | $22,793 | $12,402+83.8% | $10,764+111.7% | $11,407+99.8% |