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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 | $83,900 | $125,184-33.0% | $105,607-20.6% | $145,884-42.5% |
| Participation rate | 52.6% | 77.6%-25.0pp | 75.3%-22.6pp | 80.3%-27.7pp |
| Annual return | 16.88% | 225.00%-208.1pp | 116.11%-99.2pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,489 | $3,720-33.1% | $3,167-21.4% | $4,662-46.6% |
| Participant deferral / active EE | $4,486 | $5,714-21.5% | $5,011-10.5% | $6,690-32.9% |
| Admin fee / account holder | $1,903 | $17,133-88.9% | $10,958-82.6% | $13,392-85.8% |