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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 | $89,894 | $150,207-40.2% | $120,380-25.3% | $145,978-38.4% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 9.83% | 154.28%-144.5pp | 107.28%-97.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,925 | $4,351-55.8% | $3,465-44.5% | $4,662-58.7% |
| Participant deferral / active EE | $4,984 | $6,175-19.3% | $4,992-0.2% | $6,690-25.5% |
| Admin fee / account holder | $7,527 | $12,203-38.3% | $9,421-20.1% | $13,400-43.8% |