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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 | $89,081 | $160,070-44.3% | $147,117-39.4% | $145,897-38.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 13.87% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,431 | $5,285-54.0% | $4,932-50.7% | $4,663-47.9% |
| Participant deferral / active EE | $7,961 | $8,419-5.4% | $8,065-1.3% | $6,689+19.0% |
| Admin fee / account holder | $17,549 | $15,035+16.7% | $12,993+35.1% | $13,390+31.1% |