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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 | $90,046 | $90,489-0.5% | $76,051+18.4% | $145,978-38.3% |
| Participation rate | 52.4% | 74.5%-22.1pp | 69.1%-16.7pp | 80.3%-27.9pp |
| Annual return | 13.30% | 622.78%-609.5pp | 360.42%-347.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,402 | $3,319+2.5% | $2,690+26.5% | $4,662-27.0% |
| Participant deferral / active EE | $5,162 | $5,164-0.1% | $4,257+21.2% | $6,690-22.8% |
| Admin fee / account holder | $9,909 | $8,374+18.3% | $6,416+54.4% | $13,400-26.1% |