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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 | $166,268-36.3% | $165,100-35.8% | $145,897-27.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.52% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,558 | $5,284-70.5% | $4,348-64.2% | $4,663-66.6% |
| Participant deferral / active EE | $5,529 | $6,964-20.6% | $6,035-8.4% | $6,689-17.3% |
| Admin fee / account holder | $447 | $16,659-97.3% | $12,696-96.5% | $13,390-96.7% |