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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 | $82,315 | $100,203-17.9% | $85,240-3.4% | $145,897-43.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 8.54% | 84.28%-75.7pp | 66.75%-58.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,094 | $3,242+26.3% | $2,735+49.7% | $4,663-12.2% |
| Participant deferral / active EE | $11,516 | $5,299+117.4% | $4,527+154.4% | $6,689+72.2% |
| Admin fee / account holder | $8,101 | $7,265+11.5% | $6,165+31.4% | $13,390-39.5% |