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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 | $75,333 | $166,131-54.7% | $164,975-54.3% | $145,877-48.4% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 12.00% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,892 | $5,276-64.1% | $4,343-56.4% | $4,663-59.4% |
| Participant deferral / active EE | $4,144 | $6,962-40.5% | $6,033-31.3% | $6,691-38.1% |
| Admin fee / account holder | $10,424 | $16,648-37.4% | $12,688-17.8% | $13,402-22.2% |