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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 | $76,665 | $183,539-58.2% | $155,556-50.7% | $145,897-47.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.16% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,593 | $5,315-51.2% | $4,675-44.5% | $4,663-44.4% |
| Participant deferral / active EE | $7,875 | $6,467+21.8% | $5,631+39.9% | $6,689+17.7% |
| Admin fee / account holder | $613 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |