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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 | $95,741 | $166,268-42.4% | $165,100-42.0% | $145,897-34.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 12.30% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,127 | $5,284-40.8% | $4,348-28.1% | $4,663-32.9% |
| Participant deferral / active EE | $7,441 | $6,964+6.8% | $6,035+23.3% | $6,689+11.2% |
| Admin fee / account holder | $7,962 | $16,659-52.2% | $12,696-37.3% | $13,390-40.5% |