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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 | $104,155 | $175,257-40.6% | $149,717-30.4% | $139,456-25.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.38% | 166.70%-142.3pp | 134.41%-110.0pp | 373.45%-349.1pp |
| Employer contribution / active EE | $1,566 | $5,477-71.4% | $4,820-67.5% | $4,753-67.1% |
| Participant deferral / active EE | $6,209 | $6,521-4.8% | $5,682+9.3% | $6,711-7.5% |
| Admin fee / account holder | $10,232 | $16,156-36.7% | $13,213-22.6% | $11,407-10.3% |