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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 | $87,131 | $132,634-34.3% | $115,768-24.7% | $137,256-36.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 16.52% | 160.70%-144.2pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,182 | $3,360-64.8% | $2,940-59.8% | $4,156-71.6% |
| Participant deferral / active EE | $5,502 | $5,619-2.1% | $4,917+11.9% | $6,407-14.1% |
| Admin fee / account holder | $3,218 | $15,028-78.6% | $12,439-74.1% | $12,270-73.8% |