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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 | $92,856 | $99,652-6.8% | $78,778+17.9% | $147,586-37.1% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 15.60% | 47.28%-31.7pp | 35.62%-20.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $561 | $2,796-79.9% | $1,986-71.7% | $4,876-88.5% |
| Participant deferral / active EE | $1,513 | $3,664-58.7% | $2,958-48.9% | $5,439-72.2% |
| Admin fee / account holder | $15,639 | $7,155+118.6% | $5,134+204.6% | $10,886+43.7% |