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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 | $77,727 | $110,093-29.4% | $97,295-20.1% | $145,897-46.7% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.7pp |
| Annual return | 8.67% | 244.76%-236.1pp | 75.62%-66.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,529 | $3,077-50.3% | $2,723-43.9% | $4,663-67.2% |
| Participant deferral / active EE | $4,470 | $4,678-4.5% | $4,264+4.8% | $6,689-33.2% |
| Admin fee / account holder | $813 | $6,212-86.9% | $5,646-85.6% | $13,390-93.9% |