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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 | $80,048 | $111,535-28.2% | $105,223-23.9% | $137,256-41.7% |
| Participation rate | 29.2% | 78.1%-48.9pp | 75.0%-45.9pp | 80.0%-50.8pp |
| Annual return | 17.76% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,896 | $3,939-51.9% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $4,059 | $5,500-26.2% | $5,072-20.0% | $6,407-36.6% |
| Admin fee / account holder | $22,127 | $9,721+127.6% | $8,859+149.8% | $12,270+80.3% |