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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 | $87,196 | $160,028-45.5% | $147,080-40.7% | $145,884-40.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.43% | 98.60%-82.2pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,648 | $5,286-31.0% | $4,933-26.1% | $4,662-21.8% |
| Participant deferral / active EE | $8,401 | $8,422-0.2% | $8,066+4.1% | $6,690+25.6% |
| Admin fee / account holder | $1,162 | $15,030-92.3% | $12,989-91.1% | $13,392-91.3% |