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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 | $97,498 | $175,259-44.4% | $149,723-34.9% | $139,487-30.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 23.69% | 166.82%-143.1pp | 134.50%-110.8pp | 373.84%-350.2pp |
| Employer contribution / active EE | $2,257 | $5,478-58.8% | $4,821-53.2% | $4,755-52.5% |
| Participant deferral / active EE | $5,122 | $6,522-21.5% | $5,682-9.9% | $6,713-23.7% |
| Admin fee / account holder | $2,863 | $16,158-82.3% | $13,215-78.3% | $11,407-74.9% |