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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 | $96,919 | $103,008-5.9% | $90,304+7.3% | $152,897-36.6% |
| Participation rate | 45.8% | 75.9%-30.0pp | 73.3%-27.4pp | 82.5%-36.6pp |
| Annual return | 107.11% | 95.22%+11.9pp | 78.13%+29.0pp | 345.43%-238.3pp |
| Employer contribution / active EE | $2,211 | $3,139-29.6% | $2,855-22.5% | $4,764-53.6% |
| Participant deferral / active EE | $4,789 | $4,281+11.8% | $3,885+23.3% | $5,851-18.2% |
| Admin fee / account holder | $6,878 | $6,175+11.4% | $5,354+28.5% | $11,599-40.7% |