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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 | $92,244 | $115,814-20.4% | $101,275-8.9% | $158,982-42.0% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 14.02% | 56.16%-42.1pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,583 | $4,176-62.1% | $3,660-56.8% | $4,763-66.8% |
| Participant deferral / active EE | $4,539 | $4,958-8.5% | $4,371+3.9% | $5,983-24.1% |
| Admin fee / account holder | $1,733 | $7,249-76.1% | $5,948-70.9% | $11,252-84.6% |