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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 | $85,839 | $111,830-23.2% | $93,696-8.4% | $145,884-41.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.43% | 204.08%-190.6pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,989 | $3,093-35.7% | $2,422-17.9% | $4,662-57.3% |
| Participant deferral / active EE | $4,476 | $4,920-9.0% | $4,417+1.3% | $6,690-33.1% |
| Admin fee / account holder | $894 | $10,249-91.3% | $8,287-89.2% | $13,392-93.3% |