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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 | $88,323 | $107,368-17.7% | $92,915-4.9% | $152,909-42.2% |
| Participation rate | 61.5% | 79.8%-18.3pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 18.75% | 145.64%-126.9pp | 109.45%-90.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,526 | $4,222-63.9% | $3,653-58.2% | $4,764-68.0% |
| Participant deferral / active EE | $3,071 | $4,848-36.7% | $4,238-27.5% | $5,851-47.5% |
| Admin fee / account holder | $3,108 | $7,082-56.1% | $5,796-46.4% | $11,601-73.2% |