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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 | $82,831 | $166,242-50.2% | $165,071-49.8% | $145,884-43.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.28% | 100.44%-80.2pp | 70.17%-49.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $2,543 | $5,283-51.9% | $4,347-41.5% | $4,662-45.4% |
| Participant deferral / active EE | $7,204 | $6,964+3.5% | $6,035+19.4% | $6,690+7.7% |
| Admin fee / account holder | $393 | $16,658-97.6% | $12,695-96.9% | $13,392-97.1% |