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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 | $92,523 | $111,830-17.3% | $93,696-1.3% | $145,884-36.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 11.31% | 204.08%-192.8pp | 133.74%-122.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $981 | $3,093-68.3% | $2,422-59.5% | $4,662-78.9% |
| Participant deferral / active EE | $4,170 | $4,920-15.2% | $4,417-5.6% | $6,690-37.7% |
| Admin fee / account holder | $2,434 | $10,249-76.2% | $8,287-70.6% | $13,392-81.8% |