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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 | $89,583 | $169,336-47.1% | $129,384-30.8% | $145,884-38.6% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 13.68% | 14408.70%-14395.0pp | 9461.77%-9448.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,276 | $5,540-40.9% | $4,153-21.1% | $4,662-29.7% |
| Participant deferral / active EE | $6,423 | $4,985+28.8% | $4,166+54.2% | $6,690-4.0% |
| Admin fee / account holder | $348 | $9,912-96.5% | $7,686-95.5% | $13,392-97.4% |