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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 | $84,418 | $111,787-24.5% | $93,681-9.9% | $145,978-42.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 11.53% | 203.52%-192.0pp | 133.47%-121.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,119 | $3,093-31.5% | $2,422-12.5% | $4,662-54.5% |
| Participant deferral / active EE | $2,119 | $4,918-56.9% | $4,415-52.0% | $6,690-68.3% |
| Admin fee / account holder | $3,540 | $10,256-65.5% | $8,290-57.3% | $13,400-73.6% |