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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 | $99,232 | $107,368-7.6% | $92,915+6.8% | $152,909-35.1% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 24.47% | 145.64%-121.2pp | 109.45%-85.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,543 | $4,222-63.5% | $3,653-57.8% | $4,764-67.6% |
| Participant deferral / active EE | $4,322 | $4,848-10.8% | $4,238+2.0% | $5,851-26.1% |
| Admin fee / account holder | $6,243 | $7,082-11.8% | $5,796+7.7% | $11,601-46.2% |