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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 | $95,752 | $148,582-35.6% | $135,942-29.6% | $139,456-31.3% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.64% | 79.26%-62.6pp | 68.28%-51.6pp | 373.45%-356.8pp |
| Employer contribution / active EE | $4,351 | $5,245-17.0% | $4,858-10.4% | $4,753-8.5% |
| Participant deferral / active EE | $4,924 | $8,101-39.2% | $7,759-36.5% | $6,711-26.6% |
| Admin fee / account holder | $832 | $12,402-93.3% | $10,764-92.3% | $11,407-92.7% |