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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 | $121,361 | $171,492-29.2% | $150,734-19.5% | $198,609-38.9% |
| Participation rate | 68.4% | 81.4%-13.0pp | 78.4%-10.0pp | 82.4%-14.0pp |
| Annual return | 10.69% | 804.70%-794.0pp | 600.81%-590.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $2,075 | $5,470-62.1% | $4,918-57.8% | $5,055-59.0% |
| Participant deferral / active EE | $6,082 | $6,259-2.8% | $5,610+8.4% | $6,977-12.8% |
| Admin fee / account holder | $3,077 | $17,628-82.5% | $14,905-79.4% | $19,030-83.8% |