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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 | $84,782 | $106,923-20.7% | $84,023+0.9% | $152,909-44.6% |
| Participation rate | 61.5% | 75.3%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 20.50% | 105.02%-84.5pp | 71.32%-50.8pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,347 | $2,735-50.8% | $1,984-32.1% | $4,764-71.7% |
| Participant deferral / active EE | $4,496 | $4,013+12.0% | $3,239+38.8% | $5,851-23.2% |
| Admin fee / account holder | $15,679 | $8,289+89.2% | $6,102+156.9% | $11,601+35.2% |