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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 | $71,008 | $118,708-40.2% | $98,920-28.2% | $158,966-55.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 10.66% | 372.49%-361.8pp | 196.47%-185.8pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,196 | $3,334-64.1% | $2,689-55.5% | $4,762-74.9% |
| Participant deferral / active EE | $6,072 | $5,089+19.3% | $4,245+43.0% | $5,983+1.5% |
| Admin fee / account holder | $2,301 | $10,134-77.3% | $6,643-65.4% | $11,250-79.5% |