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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 | $84,521 | $166,020-49.1% | $164,866-48.7% | $145,959-42.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.85% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,686 | $5,275-68.0% | $4,343-61.2% | $4,661-63.8% |
| Participant deferral / active EE | $2,477 | $6,961-64.4% | $6,033-58.9% | $6,689-63.0% |
| Admin fee / account holder | $387 | $16,644-97.7% | $12,689-96.9% | $13,398-97.1% |