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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 | $88,315 | $152,619-42.1% | $125,195-29.5% | $152,909-42.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 20.09% | 54.85%-34.8pp | 43.79%-23.7pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,740 | $4,947-64.8% | $3,866-55.0% | $4,764-63.5% |
| Participant deferral / active EE | $3,444 | $5,869-41.3% | $4,937-30.2% | $5,851-41.1% |
| Admin fee / account holder | $1,220 | $13,437-90.9% | $9,704-87.4% | $11,601-89.5% |