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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 | $72,216 | $111,878-35.5% | $93,727-22.9% | $145,897-50.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.53% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,549 | $3,092-49.9% | $2,421-36.0% | $4,663-66.8% |
| Participant deferral / active EE | $4,163 | $4,920-15.4% | $4,417-5.8% | $6,689-37.8% |
| Admin fee / account holder | $6,552 | $10,256-36.1% | $8,292-21.0% | $13,390-51.1% |