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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 | $93,875 | $100,139-6.3% | $85,187+10.2% | $145,884-35.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 20.18% | 84.15%-64.0pp | 66.67%-46.5pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,383 | $3,238-26.4% | $2,732-12.8% | $4,662-48.9% |
| Participant deferral / active EE | $3,430 | $5,296-35.2% | $4,525-24.2% | $6,690-48.7% |
| Admin fee / account holder | $3,201 | $7,262-55.9% | $6,162-48.0% | $13,392-76.1% |