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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 | $117,664 | $166,268-29.2% | $165,100-28.7% | $145,897-19.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.8pp |
| Annual return | 23.04% | 100.52%-77.5pp | 70.21%-47.2pp | 552.29%-529.3pp |
| Employer contribution / active EE | $1,266 | $5,284-76.0% | $4,348-70.9% | $4,663-72.9% |
| Participant deferral / active EE | $7,386 | $6,964+6.0% | $6,035+22.4% | $6,689+10.4% |
| Admin fee / account holder | $981 | $16,659-94.1% | $12,696-92.3% | $13,390-92.7% |