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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 | $105,676 | $166,268-36.4% | $165,100-36.0% | $145,897-27.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 14.20% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,930 | $5,284-63.5% | $4,348-55.6% | $4,663-58.6% |
| Participant deferral / active EE | $6,189 | $6,964-11.1% | $6,035+2.5% | $6,689-7.5% |
| Admin fee / account holder | $430 | $16,659-97.4% | $12,696-96.6% | $13,390-96.8% |