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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 | $100,203-17.7% | $85,240-3.2% | $145,897-43.5% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 14.11% | 84.28%-70.2pp | 66.75%-52.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,226 | $3,242-62.2% | $2,735-55.2% | $4,663-73.7% |
| Participant deferral / active EE | $8,448 | $5,299+59.4% | $4,527+86.6% | $6,689+26.3% |
| Admin fee / account holder | $616 | $7,265-91.5% | $6,165-90.0% | $13,390-95.4% |