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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 | $92,709 | $115,810-19.9% | $101,271-8.5% | $158,966-41.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 14.24% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,300 | $4,175-68.9% | $3,660-64.5% | $4,762-72.7% |
| Participant deferral / active EE | $5,650 | $4,958+13.9% | $4,371+29.3% | $5,983-5.6% |
| Admin fee / account holder | $2,438 | $7,248-66.4% | $5,948-59.0% | $11,250-78.3% |