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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 | $90,785 | $160,028-43.3% | $147,080-38.3% | $145,884-37.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,940 | $5,286-63.3% | $4,933-60.7% | $4,662-58.4% |
| Participant deferral / active EE | $4,177 | $8,422-50.4% | $8,066-48.2% | $6,690-37.6% |
| Admin fee / account holder | $1,999 | $15,030-86.7% | $12,989-84.6% | $13,392-85.1% |