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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 | $90,763 | $99,995-9.2% | $85,063+6.7% | $145,978-37.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.81% | 83.99%-74.2pp | 66.54%-56.7pp | 550.52%-540.7pp |
| Employer contribution / active EE | $835 | $3,231-74.2% | $2,727-69.4% | $4,662-82.1% |
| Participant deferral / active EE | $2,746 | $5,295-48.1% | $4,523-39.3% | $6,690-59.0% |
| Admin fee / account holder | $588 | $7,255-91.9% | $6,155-90.4% | $13,400-95.6% |