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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 | $86,105 | $165,399-47.9% | $149,745-42.5% | $158,982-45.8% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 9.18% | 348.34%-339.2pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,700 | $5,105-66.7% | $4,646-63.4% | $4,763-64.3% |
| Participant deferral / active EE | $3,097 | $7,183-56.9% | $6,843-54.7% | $5,983-48.2% |
| Admin fee / account holder | $32,335 | $10,811+199.1% | $9,312+247.3% | $11,252+187.4% |