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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 | $91,549 | $107,353-14.7% | $92,903-1.5% | $152,885-40.1% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 18.93% | 145.62%-126.7pp | 109.43%-90.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $2,518 | $4,222-40.4% | $3,653-31.1% | $4,763-47.1% |
| Participant deferral / active EE | $3,194 | $4,848-34.1% | $4,238-24.6% | $5,851-45.4% |
| Admin fee / account holder | $20,578 | $7,081+190.6% | $5,795+255.1% | $11,598+77.4% |