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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 | $93,039 | $185,830-49.9% | $170,004-45.3% | $139,427-33.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.04% | 60.52%-43.5pp | 53.39%-36.3pp | 373.27%-356.2pp |
| Employer contribution / active EE | $3,833 | $7,591-49.5% | $6,786-43.5% | $4,752-19.3% |
| Participant deferral / active EE | $9,617 | $11,622-17.3% | $10,408-7.6% | $6,711+43.3% |
| Admin fee / account holder | $2,913 | $15,381-81.1% | $12,816-77.3% | $11,404-74.5% |