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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 | $93,374 | $102,595-9.0% | $94,057-0.7% | $154,746-39.7% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 80.7%-15.7pp |
| Annual return | 19.85% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,312 | $3,147-58.3% | $2,933-55.3% | $4,379-70.1% |
| Participant deferral / active EE | $3,089 | $5,118-39.6% | $4,709-34.4% | $6,730-54.1% |
| Admin fee / account holder | $32,571 | $7,736+321.0% | $7,244+349.6% | $14,365+126.7% |