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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 | $116,032 | $125,184-7.3% | $105,607+9.9% | $145,884-20.5% |
| Participation rate | 56.3% | 77.6%-21.4pp | 75.3%-19.0pp | 80.3%-24.1pp |
| Annual return | 15.18% | 225.00%-209.8pp | 116.11%-100.9pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,332 | $3,720-37.3% | $3,167-26.4% | $4,662-50.0% |
| Participant deferral / active EE | $5,338 | $5,714-6.6% | $5,011+6.5% | $6,690-20.2% |
| Admin fee / account holder | $917 | $17,133-94.6% | $10,958-91.6% | $13,392-93.2% |