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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 | $45,539 | $166,242-72.6% | $165,071-72.4% | $145,884-68.8% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 14.92% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,695 | $5,283-49.0% | $4,347-38.0% | $4,662-42.2% |
| Participant deferral / active EE | $8,214 | $6,964+18.0% | $6,035+36.1% | $6,690+22.8% |
| Admin fee / account holder | $4,143 | $16,658-75.1% | $12,695-67.4% | $13,392-69.1% |