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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 | $91,666 | $115,814-20.9% | $101,275-9.5% | $158,982-42.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 113.29% | 56.16%+57.1pp | 46.48%+66.8pp | 302.99%-189.7pp |
| Employer contribution / active EE | $3,389 | $4,176-18.8% | $3,660-7.4% | $4,763-28.8% |
| Participant deferral / active EE | $7,007 | $4,958+41.3% | $4,371+60.3% | $5,983+17.1% |
| Admin fee / account holder | $7,195 | $7,249-0.7% | $5,948+21.0% | $11,252-36.1% |