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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 | $91,850 | $183,592-50.0% | $155,574-41.0% | $145,877-37.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.27% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,098 | $5,317-60.5% | $4,676-55.1% | $4,663-55.0% |
| Participant deferral / active EE | $6,144 | $6,466-5.0% | $5,629+9.1% | $6,691-8.2% |
| Admin fee / account holder | $25,682 | $19,316+33.0% | $15,914+61.4% | $13,402+91.6% |