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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 | $95,829 | $100,203-4.4% | $85,240+12.4% | $145,897-34.3% |
| Participation rate | 56.3% | 74.1%-17.9pp | 67.5%-11.3pp | 80.3%-24.1pp |
| Annual return | 11.73% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,384 | $3,242-26.5% | $2,735-12.8% | $4,663-48.9% |
| Participant deferral / active EE | $4,180 | $5,299-21.1% | $4,527-7.7% | $6,689-37.5% |
| Admin fee / account holder | $21,542 | $7,265+196.5% | $6,165+249.4% | $13,390+60.9% |