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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 | $111,791 | $132,634-15.7% | $115,768-3.4% | $137,256-18.6% |
| Participation rate | 52.2% | 77.9%-25.7pp | 74.4%-22.2pp | 80.0%-27.8pp |
| Annual return | 19.37% | 160.70%-141.3pp | 100.46%-81.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $862 | $3,360-74.3% | $2,940-70.7% | $4,156-79.3% |
| Participant deferral / active EE | $2,097 | $5,619-62.7% | $4,917-57.4% | $6,407-67.3% |
| Admin fee / account holder | $21,174 | $15,028+40.9% | $12,439+70.2% | $12,270+72.6% |