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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 | $90,400 | $108,882-17.0% | $96,754-6.6% | $154,746-41.6% |
| Participation rate | 47.1% | 75.1%-28.0pp | 70.3%-23.2pp | 80.7%-33.6pp |
| Annual return | 10.34% | 98.39%-88.0pp | 82.04%-71.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,145 | $3,018-62.0% | $2,679-57.2% | $4,379-73.8% |
| Participant deferral / active EE | $2,615 | $5,323-50.9% | $4,758-45.0% | $6,730-61.1% |
| Admin fee / account holder | $2,702 | $10,200-73.5% | $8,905-69.7% | $14,365-81.2% |