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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 | $87,947 | $183,988-52.2% | $162,177-45.8% | $152,897-42.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 21.27% | 150.79%-129.5pp | 115.60%-94.3pp | 345.43%-324.2pp |
| Employer contribution / active EE | $4,912 | $6,370-22.9% | $5,613-12.5% | $4,764+3.1% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $358 | $13,123-97.3% | $10,843-96.7% | $11,599-96.9% |