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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 | $101,518 | $166,242-38.9% | $165,071-38.5% | $145,884-30.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 11.79% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,753 | $5,283-66.8% | $4,347-59.7% | $4,662-62.4% |
| Participant deferral / active EE | $2,137 | $6,964-69.3% | $6,035-64.6% | $6,690-68.1% |
| Admin fee / account holder | $8,645 | $16,658-48.1% | $12,695-31.9% | $13,392-35.4% |