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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 | $93,145 | $209,428-55.5% | $178,498-47.8% | $158,950-41.4% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 14.05% | 188.78%-174.7pp | 151.09%-137.0pp | 302.91%-288.9pp |
| Employer contribution / active EE | $2,233 | $5,707-60.9% | $5,011-55.4% | $4,762-53.1% |
| Participant deferral / active EE | $6,755 | $5,955+13.4% | $5,202+29.9% | $5,983+12.9% |
| Admin fee / account holder | $694 | $17,077-95.9% | $13,985-95.0% | $11,248-93.8% |