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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 | $98,426 | $169,336-41.9% | $129,384-23.9% | $145,884-32.5% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.6%-26.2pp | 80.3%-36.8pp |
| Annual return | 12.47% | 14408.70%-14396.2pp | 9461.77%-9449.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,895 | $5,540-29.7% | $4,153-6.2% | $4,662-16.5% |
| Participant deferral / active EE | $6,061 | $4,985+21.6% | $4,166+45.5% | $6,690-9.4% |
| Admin fee / account holder | $11,488 | $9,912+15.9% | $7,686+49.5% | $13,392-14.2% |