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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 | $84,321 | $157,296-46.4% | $141,191-40.3% | $152,897-44.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 31.47% | 64.34%-32.9pp | 71.41%-39.9pp | 345.43%-314.0pp |
| Employer contribution / active EE | $4,973 | $5,262-5.5% | $4,736+5.0% | $4,764+4.4% |
| Participant deferral / active EE | $10,701 | $7,111+50.5% | $6,710+59.5% | $5,851+82.9% |
| Admin fee / account holder | $20,771 | $12,125+71.3% | $10,264+102.4% | $11,599+79.1% |