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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 | $85,757 | $112,112-23.5% | $95,956-10.6% | $158,950-46.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 20.94% | 171.15%-150.2pp | 91.63%-70.7pp | 302.91%-282.0pp |
| Employer contribution / active EE | $2,705 | $3,199-15.4% | $2,541+6.5% | $4,762-43.2% |
| Participant deferral / active EE | $3,912 | $4,784-18.2% | $4,167-6.1% | $5,983-34.6% |
| Admin fee / account holder | $1,984 | $10,134-80.4% | $6,797-70.8% | $11,248-82.4% |