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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 | $98,547 | $111,535-11.6% | $105,223-6.3% | $137,256-28.2% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 21.49% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,137 | $3,939-45.8% | $3,689-42.1% | $4,156-48.6% |
| Participant deferral / active EE | $2,902 | $5,500-47.2% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $21,384 | $9,721+120.0% | $8,859+141.4% | $12,270+74.3% |