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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 | $93,649 | $104,907-10.7% | $84,610+10.7% | $152,870-38.7% |
| Participation rate | 45.0% | 74.8%-29.8pp | 68.2%-23.2pp | 82.4%-37.4pp |
| Annual return | 22.41% | 373.79%-351.4pp | 258.74%-236.3pp | 345.34%-322.9pp |
| Employer contribution / active EE | $891 | $3,301-73.0% | $2,652-66.4% | $4,763-81.3% |
| Participant deferral / active EE | $2,344 | $4,688-50.0% | $3,899-39.9% | $5,850-59.9% |
| Admin fee / account holder | $13,562 | $6,241+117.3% | $4,912+176.1% | $11,597+17.0% |