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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 | $91,238 | $132,099-30.9% | $115,599-21.1% | $138,895-34.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 17.48% | 176.76%-159.3pp | 111.10%-93.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,691 | $3,416-21.2% | $2,955-8.9% | $4,194-35.8% |
| Participant deferral / active EE | $5,235 | $5,617-6.8% | $4,889+7.1% | $6,396-18.2% |
| Admin fee / account holder | $5,127 | $15,650-67.2% | $12,841-60.1% | $12,562-59.2% |