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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 | $94,810 | $160,028-40.8% | $147,080-35.5% | $145,884-35.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.75% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,848 | $5,286-65.0% | $4,933-62.5% | $4,662-60.4% |
| Participant deferral / active EE | $6,135 | $8,422-27.2% | $8,066-23.9% | $6,690-8.3% |
| Admin fee / account holder | $14,384 | $15,030-4.3% | $12,989+10.7% | $13,392+7.4% |