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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 | $93,406 | $166,242-43.8% | $165,071-43.4% | $145,884-36.0% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 60.81% | 100.44%-39.6pp | 70.17%-9.4pp | 551.85%-491.0pp |
| Employer contribution / active EE | $2,453 | $5,283-53.6% | $4,347-43.6% | $4,662-47.4% |
| Participant deferral / active EE | $4,328 | $6,964-37.9% | $6,035-28.3% | $6,690-35.3% |
| Admin fee / account holder | $29,626 | $16,658+77.8% | $12,695+133.4% | $13,392+121.2% |