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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 | $93,039 | $185,905-50.0% | $170,057-45.3% | $139,487-33.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.04% | 60.56%-43.5pp | 53.42%-36.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,833 | $7,597-49.5% | $6,790-43.5% | $4,755-19.4% |
| Participant deferral / active EE | $9,617 | $11,627-17.3% | $10,411-7.6% | $6,713+43.3% |
| Admin fee / account holder | $2,913 | $15,397-81.1% | $12,826-77.3% | $11,407-74.5% |