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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 | $108,133 | $112,121-3.6% | $95,960+12.7% | $158,966-32.0% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 17.18% | 171.16%-154.0pp | 91.63%-74.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,099 | $3,199-65.6% | $2,541-56.7% | $4,762-76.9% |
| Participant deferral / active EE | $6,443 | $4,784+34.7% | $4,167+54.6% | $5,983+7.7% |
| Admin fee / account holder | $1,085 | $10,135-89.3% | $6,797-84.0% | $11,250-90.4% |