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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 | $81,747 | $227,633-64.1% | $189,597-56.9% | $167,553-51.2% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 13.35% | 78.45%-65.1pp | 64.20%-50.8pp | 478.89%-465.5pp |
| Employer contribution / active EE | $746 | $5,317-86.0% | $4,412-83.1% | $4,840-84.6% |
| Participant deferral / active EE | $2,732 | $7,003-61.0% | $6,174-55.7% | $6,343-56.9% |
| Admin fee / account holder | $7,665 | $11,879-35.5% | $9,807-21.8% | $12,316-37.8% |