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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 | $90,257 | $159,978-43.6% | $147,041-38.6% | $145,978-38.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 14.91% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,542 | $5,288-51.9% | $4,935-48.5% | $4,662-45.5% |
| Participant deferral / active EE | $10,647 | $8,429+26.3% | $8,071+31.9% | $6,690+59.2% |
| Admin fee / account holder | $834 | $15,053-94.5% | $13,006-93.6% | $13,400-93.8% |