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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 | $78,856 | $183,592-57.0% | $155,574-49.3% | $145,877-45.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.14% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,971 | $5,317-44.1% | $4,676-36.5% | $4,663-36.3% |
| Participant deferral / active EE | $6,780 | $6,466+4.9% | $5,629+20.4% | $6,691+1.3% |
| Admin fee / account holder | $627 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |