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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 | $91,447 | $102,595-10.9% | $94,057-2.8% | $154,746-40.9% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 13.59% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,016 | $3,147-36.0% | $2,933-31.3% | $4,379-54.0% |
| Participant deferral / active EE | $4,596 | $5,118-10.2% | $4,709-2.4% | $6,730-31.7% |
| Admin fee / account holder | $1,063 | $7,736-86.3% | $7,244-85.3% | $14,365-92.6% |