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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 | $96,257 | $118,875-19.0% | $96,572-0.3% | $167,553-42.6% |
| Participation rate | 29.2% | 75.5%-46.3pp | 69.8%-40.7pp | 82.1%-52.9pp |
| Annual return | 9.91% | 50.50%-40.6pp | 37.79%-27.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $924 | $3,121-70.4% | $2,357-60.8% | $4,840-80.9% |
| Participant deferral / active EE | $1,933 | $4,617-58.1% | $3,850-49.8% | $6,343-69.5% |
| Admin fee / account holder | $8,257 | $8,070+2.3% | $6,183+33.5% | $12,316-33.0% |