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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 | $79,359 | $107,363-26.1% | $92,909-14.6% | $152,897-48.1% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 26.58% | 145.63%-119.0pp | 109.44%-82.9pp | 345.43%-318.8pp |
| Employer contribution / active EE | $1,671 | $4,222-60.4% | $3,653-54.3% | $4,764-64.9% |
| Participant deferral / active EE | $4,303 | $4,848-11.2% | $4,238+1.5% | $5,851-26.5% |
| Admin fee / account holder | $3,694 | $7,082-47.8% | $5,795-36.3% | $11,599-68.2% |