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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 | $75,006 | $105,210-28.7% | $159,487-53.0% | $85,851-12.6% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.3pp |
| Annual return | 19.70% | 45.08%-25.4pp | 263.71%-244.0pp | 318.63%-298.9pp |
| Employer contribution / active EE | $2,074 | $3,319-37.5% | $4,831-57.1% | $2,565-19.2% |
| Participant deferral / active EE | $3,925 | $5,946-34.0% | $7,354-46.6% | $3,952-0.7% |
| Admin fee / account holder | $10,395 | $6,934+49.9% | $10,804-3.8% | $6,261+66.0% |