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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 | $90,590 | $103,008-12.1% | $90,304+0.3% | $152,897-40.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 20.72% | 95.22%-74.5pp | 78.13%-57.4pp | 345.43%-324.7pp |
| Employer contribution / active EE | $3,391 | $3,139+8.0% | $2,855+18.8% | $4,764-28.8% |
| Participant deferral / active EE | $8,116 | $4,281+89.6% | $3,885+108.9% | $5,851+38.7% |
| Admin fee / account holder | $5,876 | $6,175-4.8% | $5,354+9.8% | $11,599-49.3% |