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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 | $89,055 | $111,785-20.3% | $93,669-4.9% | $145,877-39.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.22% | 203.79%-190.6pp | 133.59%-120.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,746 | $3,096-11.3% | $2,424+13.3% | $4,663-41.1% |
| Participant deferral / active EE | $3,575 | $4,919-27.3% | $4,416-19.0% | $6,691-46.6% |
| Admin fee / account holder | $10,086 | $10,256-1.7% | $8,291+21.7% | $13,402-24.7% |