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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 | $93,369 | $226,105-58.7% | $182,540-48.9% | $152,897-38.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 16.80% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,437 | $4,978-51.1% | $4,076-40.2% | $4,764-48.9% |
| Participant deferral / active EE | $2,307 | $6,370-63.8% | $5,525-58.3% | $5,851-60.6% |
| Admin fee / account holder | $37,580 | $10,706+251.0% | $8,593+337.3% | $11,599+224.0% |