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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 | $100,936 | $157,304-35.8% | $141,197-28.5% | $152,909-34.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.36% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,087 | $5,263-60.3% | $4,736-55.9% | $4,764-56.2% |
| Participant deferral / active EE | $9,486 | $7,111+33.4% | $6,710+41.4% | $5,851+62.1% |
| Admin fee / account holder | $448 | $12,126-96.3% | $10,265-95.6% | $11,601-96.1% |