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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 | $89,297 | $165,381-46.0% | $149,730-40.4% | $158,966-43.8% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 16.05% | 348.29%-332.2pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,800 | $5,104-64.7% | $4,645-61.3% | $4,762-62.2% |
| Participant deferral / active EE | $5,234 | $7,182-27.1% | $6,843-23.5% | $5,983-12.5% |
| Admin fee / account holder | $22,804 | $10,809+111.0% | $9,310+144.9% | $11,250+102.7% |