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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 | $100,310 | $115,810-13.4% | $101,271-0.9% | $158,966-36.9% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 13.38% | 56.15%-42.8pp | 46.48%-33.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,513 | $4,175-39.8% | $3,660-31.4% | $4,762-47.2% |
| Participant deferral / active EE | $4,371 | $4,958-11.8% | $4,3710% | $5,983-26.9% |
| Admin fee / account holder | $4,291 | $7,248-40.8% | $5,948-27.9% | $11,250-61.9% |