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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 | $101,647 | $110,039-7.6% | $97,260+4.5% | $145,884-30.3% |
| Participation rate | 53.8% | 75.9%-22.1pp | 72.7%-18.8pp | 80.3%-26.5pp |
| Annual return | 9.95% | 244.44%-234.5pp | 75.54%-65.6pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,494 | $3,074-51.4% | $2,721-45.1% | $4,662-67.9% |
| Participant deferral / active EE | $6,185 | $4,674+32.3% | $4,262+45.1% | $6,690-7.5% |
| Admin fee / account holder | $1,358 | $6,204-78.1% | $5,640-75.9% | $13,392-89.9% |