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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 | $92,170 | $107,941-14.6% | $91,994+0.2% | $152,897-39.7% |
| Participation rate | 52.9% | 81.2%-28.3pp | 78.6%-25.7pp | 82.5%-29.5pp |
| Annual return | 14.58% | 89.28%-74.7pp | 69.04%-54.5pp | 345.43%-330.8pp |
| Employer contribution / active EE | $2,963 | $4,212-29.6% | $3,453-14.2% | $4,764-37.8% |
| Participant deferral / active EE | $7,198 | $6,366+13.1% | $5,924+21.5% | $5,851+23.0% |
| Admin fee / account holder | $386 | $10,521-96.3% | $7,744-95.0% | $11,599-96.7% |