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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 | $163,611 | $289,211-43.4% | $260,467-37.2% | $198,609-17.6% |
| Participation rate | 62.5% | 83.1%-20.6pp | 80.5%-18.0pp | 82.4%-19.9pp |
| Annual return | 17.80% | 112.90%-95.1pp | 100.60%-82.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,210 | $4,663-74.0% | $4,239-71.4% | $5,055-76.1% |
| Participant deferral / active EE | $2,582 | $6,812-62.1% | $6,319-59.1% | $6,977-63.0% |
| Admin fee / account holder | $4,284 | $16,236-73.6% | $15,461-72.3% | $19,030-77.5% |