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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 | $104,440 | $123,854-15.7% | $69,623+50.0% | $145,884-28.4% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.4%-26.4pp | 80.3%-40.3pp |
| Annual return | 7.13% | 192.35%-185.2pp | 101.23%-94.1pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,441 | $2,673-46.1% | $1,709-15.7% | $4,662-69.1% |
| Participant deferral / active EE | $2,216 | $4,242-47.8% | $2,890-23.3% | $6,690-66.9% |
| Admin fee / account holder | $2,410 | $7,822-69.2% | $4,696-48.7% | $13,392-82.0% |