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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 | $143,466 | $166,131-13.6% | $164,975-13.0% | $145,877-1.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.01% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,260 | $5,276-57.2% | $4,343-48.0% | $4,663-51.5% |
| Participant deferral / active EE | $6,827 | $6,962-1.9% | $6,033+13.2% | $6,691+2.0% |
| Admin fee / account holder | $2,728 | $16,648-83.6% | $12,688-78.5% | $13,402-79.6% |