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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 | $140,736 | $162,529-13.4% | $130,788+7.6% | $154,746-9.1% |
| Participation rate | 13.3% | 75.9%-62.5pp | 70.1%-56.8pp | 80.7%-67.4pp |
| Annual return | 16.92% | 510.48%-493.6pp | 386.44%-369.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $87 | $4,447-98.0% | $3,558-97.5% | $4,379-98.0% |
| Participant deferral / active EE | $581 | $4,808-87.9% | $4,137-85.9% | $6,730-91.4% |
| Admin fee / account holder | $6,654 | $7,669-13.2% | $6,673-0.3% | $14,365-53.7% |