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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 | $166,242-42.4% | $165,071-42.0% | $145,884-34.3% |
| Participation rate | 60.9% | 82.0%-21.2pp | 78.6%-17.8pp | 80.3%-19.4pp |
| Annual return | 13.15% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,644 | $5,283-68.9% | $4,347-62.2% | $4,662-64.7% |
| Participant deferral / active EE | $5,883 | $6,964-15.5% | $6,035-2.5% | $6,690-12.1% |
| Admin fee / account holder | $4,633 | $16,658-72.2% | $12,695-63.5% | $13,392-65.4% |