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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 | $90,723 | $148,623-39.0% | $135,974-33.3% | $139,466-34.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.49% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,164 | $5,246-1.6% | $4,859+6.3% | $4,754+8.6% |
| Participant deferral / active EE | $4,511 | $8,103-44.3% | $7,760-41.9% | $6,712-32.8% |
| Admin fee / account holder | $412 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |