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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 | $99,146 | $99,921-0.8% | $85,009+16.6% | $145,959-32.1% |
| Participation rate | 19.0% | 74.1%-55.0pp | 67.5%-48.5pp | 80.3%-61.2pp |
| Annual return | 15.50% | 83.89%-68.4pp | 66.47%-51.0pp | 561.95%-546.4pp |
| Employer contribution / active EE | $818 | $3,233-74.7% | $2,728-70.0% | $4,661-82.4% |
| Participant deferral / active EE | $3,016 | $5,293-43.0% | $4,522-33.3% | $6,689-54.9% |
| Admin fee / account holder | $1,308 | $7,252-82.0% | $6,153-78.7% | $13,398-90.2% |