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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 | $118,355 | $166,131-28.8% | $164,975-28.3% | $145,877-18.9% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 20.44% | 100.37%-79.9pp | 70.12%-49.7pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,220 | $5,276-76.9% | $4,343-71.9% | $4,663-73.8% |
| Participant deferral / active EE | $6,458 | $6,962-7.2% | $6,033+7.0% | $6,691-3.5% |
| Admin fee / account holder | $1,383 | $16,648-91.7% | $12,688-89.1% | $13,402-89.7% |