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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 | $124,725 | $175,231-28.8% | $149,696-16.7% | $139,466-10.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.23% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,810 | $5,478-67.0% | $4,821-62.4% | $4,754-61.9% |
| Participant deferral / active EE | $5,065 | $6,521-22.3% | $5,682-10.9% | $6,712-24.5% |
| Admin fee / account holder | $23,132 | $16,155+43.2% | $13,212+75.1% | $11,409+102.8% |