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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 | $75,944 | $175,231-56.7% | $149,696-49.3% | $139,466-45.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.09% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $4,485 | $5,478-18.1% | $4,821-7.0% | $4,754-5.7% |
| Participant deferral / active EE | $7,391 | $6,521+13.3% | $5,682+30.1% | $6,712+10.1% |
| Admin fee / account holder | $2,349 | $16,155-85.5% | $13,212-82.2% | $11,409-79.4% |