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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 | $94,330 | $110,093-14.3% | $97,295-3.0% | $145,897-35.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 12.69% | 244.76%-232.1pp | 75.62%-62.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,643 | $3,077-14.1% | $2,723-2.9% | $4,663-43.3% |
| Participant deferral / active EE | $8,197 | $4,678+75.2% | $4,264+92.3% | $6,689+22.5% |
| Admin fee / account holder | $1,006 | $6,212-83.8% | $5,646-82.2% | $13,390-92.5% |