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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 | $109,290 | $171,492-36.3% | $150,734-27.5% | $198,609-45.0% |
| Participation rate | 47.8% | 81.4%-33.6pp | 78.4%-30.6pp | 82.4%-34.6pp |
| Annual return | 13.47% | 804.70%-791.2pp | 600.81%-587.3pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,796 | $5,470-67.2% | $4,918-63.5% | $5,055-64.5% |
| Participant deferral / active EE | $4,183 | $6,259-33.2% | $5,610-25.4% | $6,977-40.0% |
| Admin fee / account holder | $15,988 | $17,628-9.3% | $14,905+7.3% | $19,030-16.0% |