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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 | $95,265 | $132,634-28.2% | $115,768-17.7% | $137,256-30.6% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.4%-19.8pp | 80.0%-25.4pp |
| Annual return | 20.14% | 160.70%-140.6pp | 100.46%-80.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,586 | $3,360-52.8% | $2,940-46.1% | $4,156-61.8% |
| Participant deferral / active EE | $3,710 | $5,619-34.0% | $4,917-24.5% | $6,407-42.1% |
| Admin fee / account holder | $1,216 | $15,028-91.9% | $12,439-90.2% | $12,270-90.1% |