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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 | $84,007 | $154,754-45.7% | $124,206-32.4% | $138,895-39.5% |
| Participation rate | 47.8% | 75.5%-27.6pp | 69.6%-21.8pp | 79.9%-32.1pp |
| Annual return | 17.14% | 709.28%-692.1pp | 515.27%-498.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $802 | $4,446-82.0% | $3,540-77.3% | $4,194-80.9% |
| Participant deferral / active EE | $2,803 | $4,621-39.3% | $3,968-29.4% | $6,396-56.2% |
| Admin fee / account holder | $9,437 | $6,690+41.1% | $5,929+59.2% | $12,562-24.9% |