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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 | $100,073-17.7% | $85,126-3.3% | $145,877-43.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 8.54% | 84.11%-75.6pp | 66.63%-58.1pp | 551.28%-542.7pp |
| Employer contribution / active EE | $4,094 | $3,236+26.5% | $2,731+49.9% | $4,663-12.2% |
| Participant deferral / active EE | $11,516 | $5,294+117.5% | $4,523+154.6% | $6,691+72.1% |
| Admin fee / account holder | $8,101 | $7,261+11.6% | $6,160+31.5% | $13,402-39.6% |