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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 | $94,927 | $148,623-36.1% | $135,974-30.2% | $139,466-31.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.44% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,426 | $5,246-72.8% | $4,859-70.7% | $4,754-70.0% |
| Participant deferral / active EE | $7,628 | $8,103-5.9% | $7,760-1.7% | $6,712+13.6% |
| Admin fee / account holder | $23,829 | $12,406+92.1% | $10,767+121.3% | $11,409+108.9% |