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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 | $91,544 | $150,412-39.1% | $120,574-24.1% | $145,884-37.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.77% | 154.50%-138.7pp | 107.42%-91.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $5,809 | $4,355+33.4% | $3,471+67.4% | $4,662+24.6% |
| Participant deferral / active EE | $3,888 | $6,175-37.0% | $4,996-22.2% | $6,690-41.9% |
| Admin fee / account holder | $335 | $12,224-97.3% | $9,445-96.5% | $13,392-97.5% |