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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 | $97,423 | $102,595-5.0% | $94,057+3.6% | $154,746-37.0% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 17.73% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,161 | $3,147-31.3% | $2,933-26.3% | $4,379-50.7% |
| Participant deferral / active EE | $4,193 | $5,118-18.1% | $4,709-11.0% | $6,730-37.7% |
| Admin fee / account holder | $2,010 | $7,736-74.0% | $7,244-72.3% | $14,365-86.0% |