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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 | $90,301 | $183,516-50.8% | $155,534-41.9% | $145,884-38.1% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 41.23% | 61.43%-20.2pp | 64.92%-23.7pp | 551.85%-510.6pp |
| Employer contribution / active EE | $4,233 | $5,315-20.3% | $4,675-9.4% | $4,662-9.2% |
| Participant deferral / active EE | $5,000 | $6,467-22.7% | $5,630-11.2% | $6,690-25.3% |
| Admin fee / account holder | $1,901 | $19,293-90.1% | $15,900-88.0% | $13,392-85.8% |