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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 | $85,819 | $106,003-19.0% | $92,236-7.0% | $147,585-41.9% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 20.91% | 50.05%-29.1pp | 176.29%-155.4pp | 578.57%-557.7pp |
| Employer contribution / active EE | $1,024 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $2,819 | $4,478-37.0% | $3,897-27.7% | $5,439-48.2% |
| Admin fee / account holder | $9,160 | $6,333+44.6% | $5,194+76.4% | $10,885-15.9% |