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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 | $90,983 | $100,073-9.1% | $85,126+6.9% | $145,877-37.6% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 16.65% | 84.11%-67.5pp | 66.63%-50.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,773 | $3,236-14.3% | $2,731+1.5% | $4,663-40.5% |
| Participant deferral / active EE | $6,274 | $5,294+18.5% | $4,523+38.7% | $6,691-6.2% |
| Admin fee / account holder | $13,067 | $7,261+80.0% | $6,160+112.1% | $13,402-2.5% |