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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 | $95,861 | $112,131-14.5% | $95,964-0.1% | $158,982-39.7% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 91.13% | 171.19%-80.1pp | 91.64%-0.5pp | 302.99%-211.9pp |
| Employer contribution / active EE | $828 | $3,199-74.1% | $2,541-67.4% | $4,763-82.6% |
| Participant deferral / active EE | $3,713 | $4,784-22.4% | $4,167-10.9% | $5,983-37.9% |
| Admin fee / account holder | $1,060 | $10,136-89.5% | $6,797-84.4% | $11,252-90.6% |