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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 | $130,922 | $289,211-54.7% | $260,467-49.7% | $198,609-34.1% |
| Participation rate | 63.2% | 83.1%-19.9pp | 80.5%-17.3pp | 82.4%-19.2pp |
| Annual return | 15.94% | 112.90%-97.0pp | 100.60%-84.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,674 | $4,663-64.1% | $4,239-60.5% | $5,055-66.9% |
| Participant deferral / active EE | $6,128 | $6,812-10.0% | $6,319-3.0% | $6,977-12.2% |
| Admin fee / account holder | $4,394 | $16,236-72.9% | $15,461-71.6% | $19,030-76.9% |