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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 | $95,780 | $166,089-42.3% | $164,928-41.9% | $145,978-34.4% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.6%-17.8pp | 80.3%-19.4pp |
| Annual return | 13.15% | 100.26%-87.1pp | 70.08%-56.9pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,644 | $5,276-68.8% | $4,343-62.2% | $4,662-64.7% |
| Participant deferral / active EE | $5,883 | $6,961-15.5% | $6,034-2.5% | $6,690-12.1% |
| Admin fee / account holder | $4,633 | $16,641-72.2% | $12,684-63.5% | $13,400-65.4% |