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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 | $98,808 | $160,070-38.3% | $147,117-32.8% | $145,897-32.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 14.01% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,204 | $5,285-39.4% | $4,932-35.0% | $4,663-31.3% |
| Participant deferral / active EE | $8,612 | $8,419+2.3% | $8,065+6.8% | $6,689+28.7% |
| Admin fee / account holder | $630 | $15,035-95.8% | $12,993-95.1% | $13,390-95.3% |