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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 | $90,566 | $90,691-0.1% | $76,119+19.0% | $145,884-37.9% |
| Participation rate | 52.6% | 74.5%-21.8pp | 69.1%-16.4pp | 80.3%-27.7pp |
| Annual return | 13.54% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,860 | $3,329+15.9% | $2,693+43.3% | $4,662-17.2% |
| Participant deferral / active EE | $9,122 | $5,167+76.5% | $4,259+114.2% | $6,690+36.4% |
| Admin fee / account holder | $9,227 | $8,383+10.1% | $6,421+43.7% | $13,392-31.1% |