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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 | $85,155 | $183,539-53.6% | $155,556-45.3% | $145,897-41.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 26.48% | 61.31%-34.8pp | 64.84%-38.4pp | 552.29%-525.8pp |
| Employer contribution / active EE | $2,021 | $5,315-62.0% | $4,675-56.8% | $4,663-56.6% |
| Participant deferral / active EE | $7,764 | $6,467+20.1% | $5,631+37.9% | $6,689+16.1% |
| Admin fee / account holder | $6,700 | $19,275-65.2% | $15,885-57.8% | $13,390-50.0% |