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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 | $97,349 | $107,368-9.3% | $92,915+4.8% | $152,909-36.3% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.5%-30.1pp |
| Annual return | 22.04% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,556 | $4,222-39.5% | $3,653-30.1% | $4,764-46.4% |
| Participant deferral / active EE | $3,523 | $4,848-27.3% | $4,238-16.9% | $5,851-39.8% |
| Admin fee / account holder | $1,585 | $7,082-77.6% | $5,796-72.6% | $11,601-86.3% |