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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 | $78,447 | $100,139-21.7% | $85,187-7.9% | $145,884-46.2% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 12.21% | 84.15%-71.9pp | 66.67%-54.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,791 | $3,238-44.7% | $2,732-34.5% | $4,662-61.6% |
| Participant deferral / active EE | $4,559 | $5,296-13.9% | $4,525+0.8% | $6,690-31.8% |
| Admin fee / account holder | $8,178 | $7,262+12.6% | $6,162+32.7% | $13,392-38.9% |