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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 | $62,080 | $183,592-66.2% | $155,567-60.1% | $145,959-57.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.28% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,868 | $5,315-64.9% | $4,674-60.0% | $4,661-59.9% |
| Participant deferral / active EE | $8,183 | $6,464+26.6% | $5,628+45.4% | $6,689+22.3% |
| Admin fee / account holder | $3,339 | $19,318-82.7% | $15,916-79.0% | $13,398-75.1% |