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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 | $91,908 | $112,131-18.0% | $95,964-4.2% | $158,982-42.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.89% | 171.19%-156.3pp | 91.64%-76.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,676 | $3,199-47.6% | $2,541-34.0% | $4,763-64.8% |
| Participant deferral / active EE | $2,772 | $4,784-42.1% | $4,167-33.5% | $5,983-53.7% |
| Admin fee / account holder | $1,966 | $10,136-80.6% | $6,797-71.1% | $11,252-82.5% |