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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 | $93,615 | $107,368-12.8% | $92,915+0.8% | $152,909-38.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 19.73% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,329 | $4,222-68.5% | $3,653-63.6% | $4,764-72.1% |
| Participant deferral / active EE | $3,196 | $4,848-34.1% | $4,238-24.6% | $5,851-45.4% |
| Admin fee / account holder | $5,875 | $7,082-17.0% | $5,796+1.4% | $11,601-49.4% |