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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 | $98,298 | $109,411-10.2% | $89,435+9.9% | $158,982-38.2% |
| Participation rate | 52.2% | 74.3%-22.1pp | 68.0%-15.8pp | 82.0%-29.8pp |
| Annual return | 19.15% | 345.68%-326.5pp | 245.55%-226.4pp | 302.99%-283.8pp |
| Employer contribution / active EE | $1,010 | $3,173-68.2% | $2,587-61.0% | $4,763-78.8% |
| Participant deferral / active EE | $1,695 | $4,600-63.1% | $3,890-56.4% | $5,983-71.7% |
| Admin fee / account holder | $2,559 | $6,159-58.5% | $4,884-47.6% | $11,252-77.3% |