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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 | $105,917 | $166,131-36.2% | $164,975-35.8% | $145,877-27.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.52% | 100.37%-90.8pp | 70.12%-60.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,558 | $5,276-70.5% | $4,343-64.1% | $4,663-66.6% |
| Participant deferral / active EE | $5,529 | $6,962-20.6% | $6,033-8.4% | $6,691-17.4% |
| Admin fee / account holder | $447 | $16,648-97.3% | $12,688-96.5% | $13,402-96.7% |