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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 | $100,326 | $176,402-43.1% | $134,162-25.2% | $158,982-36.9% |
| Participation rate | 38.1% | 78.7%-40.6pp | 72.2%-34.1pp | 82.0%-43.9pp |
| Annual return | 9.14% | 63.66%-54.5pp | 36.35%-27.2pp | 302.99%-293.8pp |
| Employer contribution / active EE | $852 | $5,042-83.1% | $3,705-77.0% | $4,763-82.1% |
| Participant deferral / active EE | $1,231 | $4,093-69.9% | $3,500-64.8% | $5,983-79.4% |
| Admin fee / account holder | $15,731 | $8,719+80.4% | $6,685+135.3% | $11,252+39.8% |