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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 | $107,228 | $111,535-3.9% | $105,223+1.9% | $137,256-21.9% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,655 | $3,939-58.0% | $3,689-55.1% | $4,156-60.2% |
| Participant deferral / active EE | $4,209 | $5,500-23.5% | $5,072-17.0% | $6,407-34.3% |
| Admin fee / account holder | $20,459 | $9,721+110.5% | $8,859+130.9% | $12,270+66.7% |