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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 | $102,451 | $107,944-5.1% | $91,994+11.4% | $152,885-33.0% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.5pp |
| Annual return | 60.68% | 89.26%-28.6pp | 69.03%-8.3pp | 345.39%-284.7pp |
| Employer contribution / active EE | $622 | $4,210-85.2% | $3,452-82.0% | $4,763-86.9% |
| Participant deferral / active EE | $4,787 | $6,365-24.8% | $5,923-19.2% | $5,851-18.2% |
| Admin fee / account holder | $422 | $10,521-96.0% | $7,743-94.5% | $11,598-96.4% |