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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 | $89,598 | $217,432-58.8% | $185,849-51.8% | $167,536-46.5% |
| Participation rate | 63.2% | 86.1%-22.9pp | 81.7%-18.6pp | 82.1%-19.0pp |
| Annual return | 14.17% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,504 | $5,875-40.3% | $5,169-32.2% | $4,839-27.6% |
| Participant deferral / active EE | $6,245 | $6,357-1.8% | $5,569+12.1% | $6,342-1.5% |
| Admin fee / account holder | $5,980 | $19,818-69.8% | $16,244-63.2% | $12,315-51.4% |