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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 | $89,616 | $103,000-13.0% | $90,300-0.8% | $152,885-41.4% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 20.66% | 95.19%-74.5pp | 78.11%-57.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,404 | $3,138-23.4% | $2,854-15.8% | $4,763-49.5% |
| Participant deferral / active EE | $5,765 | $4,281+34.7% | $3,884+48.4% | $5,851-1.5% |
| Admin fee / account holder | $9,191 | $6,173+48.9% | $5,353+71.7% | $11,598-20.8% |