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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 | $95,929 | $103,038-6.9% | $90,324+6.2% | $152,909-37.3% |
| Participation rate | 54.2% | 75.9%-21.7pp | 73.3%-19.1pp | 82.5%-28.3pp |
| Annual return | 24.50% | 95.25%-70.8pp | 78.15%-53.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,466 | $3,141-53.3% | $2,856-48.7% | $4,764-69.2% |
| Participant deferral / active EE | $2,828 | $4,282-34.0% | $3,885-27.2% | $5,851-51.7% |
| Admin fee / account holder | $1,584 | $6,177-74.4% | $5,356-70.4% | $11,601-86.3% |