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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 | $97,245 | $112,935-13.9% | $90,970+6.9% | $158,966-38.8% |
| Participation rate | 17.4% | 74.7%-57.3pp | 69.0%-51.6pp | 82.0%-64.6pp |
| Annual return | 7.15% | 215.79%-208.6pp | 134.58%-127.4pp | 302.95%-295.8pp |
| Employer contribution / active EE | $1,716 | $2,895-40.7% | $2,122-19.1% | $4,762-64.0% |
| Participant deferral / active EE | $1,141 | $4,129-72.4% | $3,373-66.2% | $5,983-80.9% |
| Admin fee / account holder | $25,461 | $8,045+216.5% | $5,960+327.2% | $11,250+126.3% |