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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 | $106,315 | $226,090-53.0% | $182,531-41.8% | $152,885-30.5% |
| Participation rate | 38.9% | 82.5%-43.6pp | 78.0%-39.1pp | 82.5%-43.6pp |
| Annual return | 24.20% | 192.57%-168.4pp | 148.57%-124.4pp | 345.39%-321.2pp |
| Employer contribution / active EE | $540 | $4,978-89.2% | $4,075-86.8% | $4,763-88.7% |
| Participant deferral / active EE | $1,327 | $6,369-79.2% | $5,525-76.0% | $5,851-77.3% |
| Admin fee / account holder | $15,301 | $10,705+42.9% | $8,593+78.1% | $11,598+31.9% |