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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 | $104,913 | $107,368-2.3% | $92,915+12.9% | $152,909-31.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 30.52% | 145.64%-115.1pp | 109.45%-78.9pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,616 | $4,222-61.7% | $3,653-55.8% | $4,764-66.1% |
| Participant deferral / active EE | $2,320 | $4,848-52.1% | $4,238-45.2% | $5,851-60.3% |
| Admin fee / account holder | $1,016 | $7,082-85.7% | $5,796-82.5% | $11,601-91.2% |