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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 | $67,514 | $183,539-63.2% | $155,556-56.6% | $145,897-53.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.58% | 61.31%-47.7pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,353 | $5,315-55.7% | $4,675-49.7% | $4,663-49.5% |
| Participant deferral / active EE | $6,156 | $6,467-4.8% | $5,631+9.3% | $6,689-8.0% |
| Admin fee / account holder | $384 | $19,275-98.0% | $15,885-97.6% | $13,390-97.1% |