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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 | $108,158 | $109,904-1.6% | $97,167+11.3% | $145,959-25.9% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 9.82% | 243.43%-233.6pp | 75.27%-65.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,563 | $3,084-49.3% | $2,729-42.7% | $4,661-66.5% |
| Participant deferral / active EE | $4,276 | $4,676-8.6% | $4,264+0.3% | $6,689-36.1% |
| Admin fee / account holder | $1,596 | $6,216-74.3% | $5,650-71.8% | $13,398-88.1% |