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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 | $86,131 | $152,612-43.6% | $125,192-31.2% | $152,897-43.7% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 28.24% | 54.85%-26.6pp | 43.79%-15.6pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,314 | $4,947-73.4% | $3,866-66.0% | $4,764-72.4% |
| Participant deferral / active EE | $6,203 | $5,868+5.7% | $4,937+25.6% | $5,851+6.0% |
| Admin fee / account holder | $332 | $13,437-97.5% | $9,704-96.6% | $11,599-97.1% |