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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 | $94,538 | $110,093-14.1% | $97,295-2.8% | $145,897-35.2% |
| Participation rate | 52.2% | 75.9%-23.7pp | 72.7%-20.5pp | 80.3%-28.1pp |
| Annual return | 8.30% | 244.76%-236.5pp | 75.62%-67.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,635 | $3,077-46.9% | $2,723-40.0% | $4,663-64.9% |
| Participant deferral / active EE | $4,356 | $4,678-6.9% | $4,264+2.2% | $6,689-34.9% |
| Admin fee / account holder | $1,347 | $6,212-78.3% | $5,646-76.2% | $13,390-89.9% |