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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 | $78,086 | $183,539-57.5% | $155,556-49.8% | $145,897-46.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.31% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,159 | $5,315-78.2% | $4,675-75.2% | $4,663-75.1% |
| Participant deferral / active EE | $2,512 | $6,467-61.2% | $5,631-55.4% | $6,689-62.4% |
| Admin fee / account holder | $1,216 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |