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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 | $90,820 | $183,592-50.5% | $155,574-41.6% | $145,877-37.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.19% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,437 | $5,317-73.0% | $4,676-69.3% | $4,663-69.2% |
| Participant deferral / active EE | $2,688 | $6,466-58.4% | $5,629-52.2% | $6,691-59.8% |
| Admin fee / account holder | $1,605 | $19,316-91.7% | $15,914-89.9% | $13,402-88.0% |