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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 | $95,301 | $117,433-18.8% | $99,475-4.2% | $152,897-37.7% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.5%-26.9pp |
| Annual return | 22.92% | 31.87%-9.0pp | 30.72%-7.8pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,251 | $3,013-25.3% | $2,540-11.4% | $4,764-52.8% |
| Participant deferral / active EE | $3,592 | $4,086-12.1% | $3,619-0.7% | $5,851-38.6% |
| Admin fee / account holder | $19,377 | $7,634+153.8% | $6,252+209.9% | $11,599+67.1% |