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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 | $86,071 | $111,785-23.0% | $93,669-8.1% | $145,877-41.0% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 9.42% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,118 | $3,096-31.6% | $2,424-12.6% | $4,663-54.6% |
| Participant deferral / active EE | $5,697 | $4,919+15.8% | $4,416+29.0% | $6,691-14.8% |
| Admin fee / account holder | $981 | $10,256-90.4% | $8,291-88.2% | $13,402-92.7% |