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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 | $93,595 | $115,810-19.2% | $101,271-7.6% | $158,966-41.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 24.86% | 56.15%-31.3pp | 46.48%-21.6pp | 302.95%-278.1pp |
| Employer contribution / active EE | $2,158 | $4,175-48.3% | $3,660-41.0% | $4,762-54.7% |
| Participant deferral / active EE | $3,651 | $4,958-26.4% | $4,371-16.5% | $5,983-39.0% |
| Admin fee / account holder | $1,725 | $7,248-76.2% | $5,948-71.0% | $11,250-84.7% |