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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 | $102,985 | $134,817-23.6% | $123,973-16.9% | $155,188-33.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 18.28% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,695 | $4,425-61.7% | $4,126-58.9% | $4,248-60.1% |
| Participant deferral / active EE | $8,941 | $5,706+56.7% | $5,247+70.4% | $6,531+36.9% |
| Admin fee / account holder | $1,167 | $13,245-91.2% | $11,799-90.1% | $14,480-91.9% |