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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 | $93,465 | $102,595-8.9% | $94,057-0.6% | $154,746-39.6% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 15.02% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,322 | $3,147+5.6% | $2,933+13.3% | $4,379-24.1% |
| Participant deferral / active EE | $9,017 | $5,118+76.2% | $4,709+91.5% | $6,730+34.0% |
| Admin fee / account holder | $17,026 | $7,736+120.1% | $7,244+135.0% | $14,365+18.5% |