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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 | $108,773 | $165,399-34.2% | $149,745-27.4% | $158,982-31.6% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 20.75% | 348.34%-327.6pp | 276.72%-256.0pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,328 | $5,105-74.0% | $4,646-71.4% | $4,763-72.1% |
| Participant deferral / active EE | $3,278 | $7,183-54.4% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $15,941 | $10,811+47.5% | $9,312+71.2% | $11,252+41.7% |