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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 | $88,683 | $103,038-13.9% | $90,324-1.8% | $152,909-42.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 27.83% | 95.25%-67.4pp | 78.15%-50.3pp | 345.46%-317.6pp |
| Employer contribution / active EE | $1,303 | $3,141-58.5% | $2,856-54.4% | $4,764-72.6% |
| Participant deferral / active EE | $5,322 | $4,282+24.3% | $3,885+37.0% | $5,851-9.1% |
| Admin fee / account holder | $128,176 | $6,177+1975.0% | $5,356+2293.3% | $11,601+1004.9% |