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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 | $166,020-42.3% | $164,866-41.9% | $145,959-34.4% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.6%-17.7pp | 80.3%-19.4pp |
| Annual return | 13.15% | 100.08%-86.9pp | 69.97%-56.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,644 | $5,275-68.8% | $4,343-62.1% | $4,661-64.7% |
| Participant deferral / active EE | $5,883 | $6,961-15.5% | $6,033-2.5% | $6,689-12.0% |
| Admin fee / account holder | $4,633 | $16,644-72.2% | $12,689-63.5% | $13,398-65.4% |