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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 | $98,919 | $183,978-46.2% | $162,171-39.0% | $152,885-35.3% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 64.28% | 150.78%-86.5pp | 115.60%-51.3pp | 345.39%-281.1pp |
| Employer contribution / active EE | $5,495 | $6,370-13.7% | $5,613-2.1% | $4,763+15.4% |
| Participant deferral / active EE | $3,567 | $8,033-55.6% | $7,297-51.1% | $5,851-39.0% |
| Admin fee / account holder | $5,135 | $13,122-60.9% | $10,843-52.6% | $11,598-55.7% |