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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 | $83,033 | $171,492-51.6% | $150,734-44.9% | $198,609-58.2% |
| Participation rate | 59.1% | 81.4%-22.3pp | 78.4%-19.4pp | 82.4%-23.3pp |
| Annual return | 20.66% | 804.70%-784.0pp | 600.81%-580.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $4,185 | $5,470-23.5% | $4,918-14.9% | $5,055-17.2% |
| Participant deferral / active EE | $7,666 | $6,259+22.5% | $5,610+36.6% | $6,977+9.9% |
| Admin fee / account holder | $8,365 | $17,628-52.5% | $14,905-43.9% | $19,030-56.0% |