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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 | $84,664 | $132,634-36.2% | $115,768-26.9% | $137,256-38.3% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.4%-11.2pp | 80.0%-16.8pp |
| Annual return | 10.22% | 160.70%-150.5pp | 100.46%-90.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,708 | $3,360-19.4% | $2,940-7.9% | $4,156-34.9% |
| Participant deferral / active EE | $3,809 | $5,619-32.2% | $4,917-22.5% | $6,407-40.6% |
| Admin fee / account holder | $1,996 | $15,028-86.7% | $12,439-84.0% | $12,270-83.7% |