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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 | $90,376 | $183,539-50.8% | $155,556-41.9% | $145,897-38.1% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 19.06% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $5,003 | $5,315-5.9% | $4,675+7.0% | $4,663+7.3% |
| Participant deferral / active EE | $5,978 | $6,467-7.6% | $5,631+6.2% | $6,689-10.6% |
| Admin fee / account holder | $3,498 | $19,275-81.9% | $15,885-78.0% | $13,390-73.9% |