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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 | $119,384 | $166,131-28.1% | $164,975-27.6% | $145,877-18.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 10.41% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,214 | $5,276-58.0% | $4,343-49.0% | $4,663-52.5% |
| Participant deferral / active EE | $6,924 | $6,962-0.5% | $6,033+14.8% | $6,691+3.5% |
| Admin fee / account holder | $1,346 | $16,648-91.9% | $12,688-89.4% | $13,402-90.0% |