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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 | $88,601 | $104,937-15.6% | $84,628+4.7% | $152,897-42.1% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.5%-29.5pp |
| Annual return | 19.90% | 373.88%-354.0pp | 258.80%-238.9pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,183 | $3,303-64.2% | $2,653-55.4% | $4,764-75.2% |
| Participant deferral / active EE | $3,055 | $4,690-34.9% | $3,900-21.7% | $5,851-47.8% |
| Admin fee / account holder | $1,997 | $6,243-68.0% | $4,914-59.4% | $11,599-82.8% |