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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 | $84,812 | $127,790-33.6% | $106,555-20.4% | $167,536-49.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.36% | 33.88%-20.5pp | 26.80%-13.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $4,476 | $3,428+30.6% | $2,819+58.8% | $4,839-7.5% |
| Participant deferral / active EE | $4,526 | $5,088-11.1% | $4,399+2.9% | $6,342-28.6% |
| Admin fee / account holder | $73,832 | $11,229+557.5% | $7,408+896.7% | $12,315+499.5% |