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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 | $78,798 | $107,363-26.6% | $92,909-15.2% | $152,897-48.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.61% | 145.63%-121.0pp | 109.44%-84.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,160 | $4,222-72.5% | $3,653-68.2% | $4,764-75.6% |
| Participant deferral / active EE | $4,983 | $4,848+2.8% | $4,238+17.6% | $5,851-14.8% |
| Admin fee / account holder | $2,052 | $7,082-71.0% | $5,795-64.6% | $11,599-82.3% |