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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 | $76,815 | $132,634-42.1% | $115,768-33.6% | $137,256-44.0% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.4%-6.0pp | 80.0%-11.5pp |
| Annual return | 13.15% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,434 | $3,360-57.3% | $2,940-51.2% | $4,156-65.5% |
| Participant deferral / active EE | $4,810 | $5,619-14.4% | $4,917-2.2% | $6,407-24.9% |
| Admin fee / account holder | $1,386 | $15,028-90.8% | $12,439-88.9% | $12,270-88.7% |