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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 | $80,583 | $107,944-25.3% | $91,994-12.4% | $152,885-47.3% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 30.69% | 89.26%-58.6pp | 69.03%-38.3pp | 345.39%-314.7pp |
| Employer contribution / active EE | $4,434 | $4,210+5.3% | $3,452+28.4% | $4,763-6.9% |
| Participant deferral / active EE | $5,168 | $6,365-18.8% | $5,923-12.7% | $5,851-11.7% |
| Admin fee / account holder | $5,834 | $10,521-44.6% | $7,743-24.7% | $11,598-49.7% |