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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 | $82,476 | $100,073-17.6% | $85,126-3.1% | $145,877-43.5% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 14.11% | 84.11%-70.0pp | 66.63%-52.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,226 | $3,236-62.1% | $2,731-55.1% | $4,663-73.7% |
| Participant deferral / active EE | $8,448 | $5,294+59.6% | $4,523+86.8% | $6,691+26.3% |
| Admin fee / account holder | $616 | $7,261-91.5% | $6,160-90.0% | $13,402-95.4% |