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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 | $81,621 | $106,923-23.7% | $84,023-2.9% | $152,909-46.6% |
| Participation rate | 54.5% | 75.3%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 24.51% | 105.02%-80.5pp | 71.32%-46.8pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,039 | $2,735-62.0% | $1,984-47.6% | $4,764-78.2% |
| Participant deferral / active EE | $3,800 | $4,013-5.3% | $3,239+17.3% | $5,851-35.1% |
| Admin fee / account holder | $462 | $8,289-94.4% | $6,102-92.4% | $11,601-96.0% |