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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 | $90,187 | $183,539-50.9% | $155,556-42.0% | $145,897-38.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.96% | 61.31%-49.3pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,902 | $5,315-7.8% | $4,675+4.8% | $4,663+5.1% |
| Participant deferral / active EE | $2,329 | $6,467-64.0% | $5,631-58.6% | $6,689-65.2% |
| Admin fee / account holder | $2,122 | $19,275-89.0% | $15,885-86.6% | $13,390-84.2% |