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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 | $77,190 | $107,368-28.1% | $92,915-16.9% | $152,909-49.5% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.6pp |
| Annual return | 26.02% | 145.64%-119.6pp | 109.45%-83.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $1,939 | $4,222-54.1% | $3,653-46.9% | $4,764-59.3% |
| Participant deferral / active EE | $4,317 | $4,848-10.9% | $4,238+1.9% | $5,851-26.2% |
| Admin fee / account holder | $1,152 | $7,082-83.7% | $5,796-80.1% | $11,601-90.1% |