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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 | $89,414 | $123,854-27.8% | $69,623+28.4% | $145,884-38.7% |
| Participation rate | 26.1% | 69.2%-43.1pp | 66.4%-40.4pp | 80.3%-54.2pp |
| Annual return | 12.69% | 192.35%-179.7pp | 101.23%-88.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,505 | $2,673-6.3% | $1,709+46.6% | $4,662-46.3% |
| Participant deferral / active EE | $3,729 | $4,242-12.1% | $2,890+29.0% | $6,690-44.3% |
| Admin fee / account holder | $897 | $7,822-88.5% | $4,696-80.9% | $13,392-93.3% |