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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 | $90,995 | $183,592-50.4% | $155,567-41.5% | $145,959-37.7% |
| Participation rate | 42.1% | 82.7%-40.6pp | 78.2%-36.1pp | 80.3%-38.2pp |
| Annual return | 10.29% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,771 | $5,315-66.7% | $4,674-62.1% | $4,661-62.0% |
| Participant deferral / active EE | $5,730 | $6,464-11.4% | $5,628+1.8% | $6,689-14.3% |
| Admin fee / account holder | $8,269 | $19,318-57.2% | $15,916-48.0% | $13,398-38.3% |