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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 | $92,324 | $107,363-14.0% | $92,909-0.6% | $152,897-39.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 22.00% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,231 | $4,222-70.8% | $3,653-66.3% | $4,764-74.2% |
| Participant deferral / active EE | $3,321 | $4,848-31.5% | $4,238-21.6% | $5,851-43.2% |
| Admin fee / account holder | $397 | $7,082-94.4% | $5,795-93.2% | $11,599-96.6% |