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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 | $113,796 | $107,368+6.0% | $92,915+22.5% | $152,909-25.6% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 25.59% | 145.64%-120.1pp | 109.45%-83.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,969 | $4,222-53.4% | $3,653-46.1% | $4,764-58.7% |
| Participant deferral / active EE | $2,882 | $4,848-40.5% | $4,238-32.0% | $5,851-50.7% |
| Admin fee / account holder | $5,707 | $7,082-19.4% | $5,796-1.5% | $11,601-50.8% |