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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 | $110,829 | $175,231-36.8% | $149,696-26.0% | $139,466-20.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.40% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,291 | $5,478-58.2% | $4,821-52.5% | $4,754-51.8% |
| Participant deferral / active EE | $7,782 | $6,521+19.3% | $5,682+37.0% | $6,712+15.9% |
| Admin fee / account holder | $847 | $16,155-94.8% | $13,212-93.6% | $11,409-92.6% |