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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 | $91,901 | $183,539-49.9% | $155,556-40.9% | $145,897-37.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.81% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,055 | $5,315-61.3% | $4,675-56.1% | $4,663-55.9% |
| Participant deferral / active EE | $10,067 | $6,467+55.7% | $5,631+78.8% | $6,689+50.5% |
| Admin fee / account holder | $783 | $19,275-95.9% | $15,885-95.1% | $13,390-94.2% |