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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 | $79,610 | $112,112-29.0% | $95,956-17.0% | $158,950-49.9% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 9.22% | 171.15%-161.9pp | 91.63%-82.4pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,376 | $3,199-57.0% | $2,541-45.9% | $4,762-71.1% |
| Participant deferral / active EE | $3,913 | $4,784-18.2% | $4,167-6.1% | $5,983-34.6% |
| Admin fee / account holder | $11,467 | $10,134+13.2% | $6,797+68.7% | $11,248+1.9% |