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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 | $129,737-15.8% | $119,126-8.3% | $154,746-29.4% |
| Participation rate | 47.8% | 78.9%-31.0pp | 75.8%-27.9pp | 80.7%-32.9pp |
| Annual return | 13.47% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,796 | $4,375-58.9% | $4,034-55.5% | $4,379-59.0% |
| Participant deferral / active EE | $4,183 | $5,842-28.4% | $5,318-21.3% | $6,730-37.9% |
| Admin fee / account holder | $15,988 | $11,961+33.7% | $10,693+49.5% | $14,365+11.3% |