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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 | $86,071 | $111,787-23.0% | $93,681-8.1% | $145,978-41.0% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.0pp |
| Annual return | 9.42% | 203.52%-194.1pp | 133.47%-124.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,118 | $3,093-31.5% | $2,422-12.6% | $4,662-54.6% |
| Participant deferral / active EE | $5,697 | $4,918+15.9% | $4,415+29.0% | $6,690-14.8% |
| Admin fee / account holder | $981 | $10,256-90.4% | $8,290-88.2% | $13,400-92.7% |