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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 | $97,059 | $142,354-31.8% | $125,529-22.7% | $155,188-37.5% |
| Participation rate | 54.5% | 78.1%-23.5pp | 74.7%-20.2pp | 80.8%-26.3pp |
| Annual return | 8.31% | 306.06%-297.8pp | 202.56%-194.3pp | 148.84%-140.5pp |
| Employer contribution / active EE | $9,091 | $3,501+159.6% | $3,058+197.3% | $4,248+114.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,955 | $19,392-89.9% | $16,298-88.0% | $14,480-86.5% |