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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 | $84,201 | $107,368-21.6% | $92,915-9.4% | $152,909-44.9% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.5%-25.9pp |
| Annual return | 24.60% | 145.64%-121.0pp | 109.45%-84.8pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,624 | $4,222-61.5% | $3,653-55.6% | $4,764-65.9% |
| Participant deferral / active EE | $3,670 | $4,848-24.3% | $4,238-13.4% | $5,851-37.3% |
| Admin fee / account holder | $1,063 | $7,082-85.0% | $5,796-81.7% | $11,601-90.8% |