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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 | $103,373 | $125,190-17.4% | $105,624-2.1% | $145,897-29.1% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.8pp |
| Annual return | 12.52% | 225.22%-212.7pp | 116.20%-103.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,305 | $3,720-64.9% | $3,168-58.8% | $4,663-72.0% |
| Participant deferral / active EE | $5,921 | $5,716+3.6% | $5,013+18.1% | $6,689-11.5% |
| Admin fee / account holder | $423 | $17,138-97.5% | $10,961-96.1% | $13,390-96.8% |