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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 | $90,567 | $169,336-46.5% | $129,384-30.0% | $145,884-37.9% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 10.75% | 14408.70%-14398.0pp | 9461.77%-9451.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,759 | $5,540-32.1% | $4,153-9.5% | $4,662-19.4% |
| Participant deferral / active EE | $10,600 | $4,985+112.6% | $4,166+154.5% | $6,690+58.5% |
| Admin fee / account holder | $12,075 | $9,912+21.8% | $7,686+57.1% | $13,392-9.8% |