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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 | $99,602 | $148,623-33.0% | $135,974-26.7% | $139,466-28.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 13.57% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,488 | $5,246-52.6% | $4,859-48.8% | $4,754-47.7% |
| Participant deferral / active EE | $8,140 | $8,103+0.5% | $7,760+4.9% | $6,712+21.3% |
| Admin fee / account holder | $686 | $12,406-94.5% | $10,767-93.6% | $11,409-94.0% |