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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 | $104,299 | $138,076-24.5% | $123,553-15.6% | $135,380-23.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 90.23% | 153.70%-63.5pp | 119.21%-29.0pp | 519.81%-429.6pp |
| Employer contribution / active EE | $2,817 | $5,152-45.3% | $4,628-39.1% | $4,779-41.0% |
| Participant deferral / active EE | $5,204 | $6,800-23.5% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $11,213 | $10,917+2.7% | $9,284+20.8% | $10,828+3.5% |