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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 | $91,860 | $107,363-14.4% | $92,909-1.1% | $152,897-39.9% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.5%-17.2pp |
| Annual return | 20.85% | 145.63%-124.8pp | 109.44%-88.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,556 | $4,222-39.5% | $3,653-30.0% | $4,764-46.3% |
| Participant deferral / active EE | $4,442 | $4,848-8.4% | $4,238+4.8% | $5,851-24.1% |
| Admin fee / account holder | $21,299 | $7,082+200.8% | $5,795+267.5% | $11,599+83.6% |