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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 | $166,089-28.7% | $164,928-28.2% | $145,978-18.9% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 20.44% | 100.26%-79.8pp | 70.08%-49.6pp | 550.52%-530.1pp |
| Employer contribution / active EE | $1,220 | $5,276-76.9% | $4,343-71.9% | $4,662-73.8% |
| Participant deferral / active EE | $6,458 | $6,961-7.2% | $6,034+7.0% | $6,690-3.5% |
| Admin fee / account holder | $1,383 | $16,641-91.7% | $12,684-89.1% | $13,400-89.7% |