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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 | $89,125 | $110,093-19.0% | $97,295-8.4% | $145,897-38.9% |
| Participation rate | 59.1% | 75.9%-16.8pp | 72.7%-13.6pp | 80.3%-21.2pp |
| Annual return | 9.12% | 244.76%-235.6pp | 75.62%-66.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,705 | $3,077-44.6% | $2,723-37.4% | $4,663-63.4% |
| Participant deferral / active EE | $2,283 | $4,678-51.2% | $4,264-46.4% | $6,689-65.9% |
| Admin fee / account holder | $6,837 | $6,212+10.1% | $5,646+21.1% | $13,390-48.9% |