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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 | $81,126 | $115,796-29.9% | $101,264-19.9% | $158,950-49.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 10.52% | 56.15%-45.6pp | 46.48%-36.0pp | 302.91%-292.4pp |
| Employer contribution / active EE | $1,665 | $4,175-60.1% | $3,660-54.5% | $4,762-65.0% |
| Participant deferral / active EE | $2,358 | $4,958-52.5% | $4,370-46.1% | $5,983-60.6% |
| Admin fee / account holder | $3,409 | $7,247-53.0% | $5,947-42.7% | $11,248-69.7% |