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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 | $73,019 | $107,363-32.0% | $92,909-21.4% | $152,897-52.2% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 21.32% | 145.63%-124.3pp | 109.44%-88.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,685 | $4,222-36.4% | $3,653-26.5% | $4,764-43.6% |
| Participant deferral / active EE | $5,226 | $4,848+7.8% | $4,238+23.3% | $5,851-10.7% |
| Admin fee / account holder | $2,789 | $7,082-60.6% | $5,795-51.9% | $11,599-76.0% |