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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 | $101,425 | $166,089-38.9% | $164,928-38.5% | $145,978-30.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.78% | 100.26%-90.5pp | 70.08%-60.3pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,713 | $5,276-29.6% | $4,343-14.5% | $4,662-20.4% |
| Participant deferral / active EE | $9,711 | $6,961+39.5% | $6,034+60.9% | $6,690+45.2% |
| Admin fee / account holder | $14,599 | $16,641-12.3% | $12,684+15.1% | $13,400+8.9% |