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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 | $117,104 | $171,492-31.7% | $150,734-22.3% | $198,609-41.0% |
| Participation rate | 61.5% | 81.4%-19.9pp | 78.4%-16.9pp | 82.4%-20.8pp |
| Annual return | 11.89% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,789 | $5,470-67.3% | $4,918-63.6% | $5,055-64.6% |
| Participant deferral / active EE | $2,631 | $6,259-58.0% | $5,610-53.1% | $6,977-62.3% |
| Admin fee / account holder | $9,824 | $17,628-44.3% | $14,905-34.1% | $19,030-48.4% |