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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 | $87,245 | $107,363-18.7% | $92,909-6.1% | $152,897-42.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 21.62% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,471 | $4,222-65.2% | $3,653-59.7% | $4,764-69.1% |
| Participant deferral / active EE | $4,672 | $4,848-3.6% | $4,238+10.2% | $5,851-20.2% |
| Admin fee / account holder | $6,193 | $7,082-12.5% | $5,795+6.9% | $11,599-46.6% |