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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 | $112,499 | $166,131-32.3% | $164,975-31.8% | $145,877-22.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 15.42% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,680 | $5,276-68.2% | $4,343-61.3% | $4,663-64.0% |
| Participant deferral / active EE | $5,444 | $6,962-21.8% | $6,033-9.8% | $6,691-18.6% |
| Admin fee / account holder | $4,736 | $16,648-71.6% | $12,688-62.7% | $13,402-64.7% |