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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 | $133,664 | $167,030-20.0% | $135,768-1.5% | $155,188-13.9% |
| Participation rate | 55.6% | 76.2%-20.6pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 10.98% | 678.39%-667.4pp | 526.10%-515.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $3,592 | $4,132-13.1% | $3,394+5.8% | $4,248-15.5% |
| Participant deferral / active EE | $10,628 | $4,528+134.7% | $3,977+167.2% | $6,531+62.7% |
| Admin fee / account holder | $66,330 | $8,172+711.7% | $7,048+841.1% | $14,480+358.1% |