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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 | $124,292 | $157,276-21.0% | $141,177-12.0% | $152,885-18.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.07% | 64.33%-43.3pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $1,519 | $5,262-71.1% | $4,736-67.9% | $4,763-68.1% |
| Participant deferral / active EE | $5,605 | $7,110-21.2% | $6,710-16.5% | $5,851-4.2% |
| Admin fee / account holder | $27,152 | $12,123+124.0% | $10,263+164.6% | $11,598+134.1% |