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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 | $98,661 | $166,242-40.7% | $165,071-40.2% | $145,884-32.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 12.68% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,051 | $5,283-61.2% | $4,347-52.8% | $4,662-56.0% |
| Participant deferral / active EE | $5,630 | $6,964-19.2% | $6,035-6.7% | $6,690-15.8% |
| Admin fee / account holder | $2,097 | $16,658-87.4% | $12,695-83.5% | $13,392-84.3% |