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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 | $84,740 | $100,073-15.3% | $85,126-0.5% | $145,877-41.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 23.46% | 84.11%-60.6pp | 66.63%-43.2pp | 551.28%-527.8pp |
| Employer contribution / active EE | $3,499 | $3,236+8.1% | $2,731+28.1% | $4,663-25.0% |
| Participant deferral / active EE | $3,499 | $5,294-33.9% | $4,523-22.6% | $6,691-47.7% |
| Admin fee / account holder | $2,836 | $7,261-60.9% | $6,160-54.0% | $13,402-78.8% |