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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 | $98,399 | $165,361-40.5% | $149,715-34.3% | $158,950-38.1% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 13.41% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.5pp |
| Employer contribution / active EE | $1,929 | $5,103-62.2% | $4,645-58.5% | $4,762-59.5% |
| Participant deferral / active EE | $2,599 | $7,182-63.8% | $6,842-62.0% | $5,983-56.6% |
| Admin fee / account holder | $7,615 | $10,808-29.5% | $9,310-18.2% | $11,248-32.3% |