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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 | $118,655 | $166,131-28.6% | $164,975-28.1% | $145,877-18.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.49% | 100.37%-87.9pp | 70.12%-57.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,360 | $5,276-36.3% | $4,343-22.6% | $4,663-27.9% |
| Participant deferral / active EE | $7,653 | $6,962+9.9% | $6,033+26.8% | $6,691+14.4% |
| Admin fee / account holder | $329 | $16,648-98.0% | $12,688-97.4% | $13,402-97.5% |