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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 | $95,082 | $107,363-11.4% | $92,909+2.3% | $152,897-37.8% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.5%-64.3pp |
| Annual return | 13.62% | 145.63%-132.0pp | 109.44%-95.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $1,307 | $4,222-69.0% | $3,653-64.2% | $4,764-72.6% |
| Participant deferral / active EE | $3,455 | $4,848-28.7% | $4,238-18.5% | $5,851-41.0% |
| Admin fee / account holder | $353 | $7,082-95.0% | $5,795-93.9% | $11,599-97.0% |