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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 | $80,139 | $166,268-51.8% | $165,100-51.5% | $145,897-45.1% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 12.44% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,950 | $5,284-63.1% | $4,348-55.1% | $4,663-58.2% |
| Participant deferral / active EE | $4,826 | $6,964-30.7% | $6,035-20.0% | $6,689-27.9% |
| Admin fee / account holder | $676 | $16,659-95.9% | $12,696-94.7% | $13,390-94.9% |