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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 | $82,989 | $150,412-44.8% | $120,574-31.2% | $145,884-43.1% |
| Participation rate | 68.8% | 78.8%-10.0pp | 71.9%-3.2pp | 80.3%-11.6pp |
| Annual return | 9.79% | 154.50%-144.7pp | 107.42%-97.6pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,083 | $4,355-29.2% | $3,471-11.2% | $4,662-33.9% |
| Participant deferral / active EE | $6,536 | $6,175+5.8% | $4,996+30.8% | $6,690-2.3% |
| Admin fee / account holder | $1,680 | $12,224-86.3% | $9,445-82.2% | $13,392-87.5% |