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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 | $96,354 | $103,000-6.5% | $90,300+6.7% | $152,885-37.0% |
| Participation rate | 35.7% | 75.9%-40.1pp | 73.3%-37.6pp | 82.5%-46.7pp |
| Annual return | 22.16% | 95.19%-73.0pp | 78.11%-56.0pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,145 | $3,138-63.5% | $2,854-59.9% | $4,763-76.0% |
| Participant deferral / active EE | $3,015 | $4,281-29.6% | $3,884-22.4% | $5,851-48.5% |
| Admin fee / account holder | $4,157 | $6,173-32.7% | $5,353-22.3% | $11,598-64.2% |