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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 | $94,868 | $109,372-13.3% | $89,414+6.1% | $158,966-40.3% |
| Participation rate | 64.7% | 74.3%-9.6pp | 68.0%-3.3pp | 82.0%-17.3pp |
| Annual return | 16.07% | 345.55%-329.5pp | 245.50%-229.4pp | 302.95%-286.9pp |
| Employer contribution / active EE | $706 | $3,171-77.7% | $2,586-72.7% | $4,762-85.2% |
| Participant deferral / active EE | $12,811 | $4,598+178.6% | $3,890+229.4% | $5,983+114.1% |
| Admin fee / account holder | $6,903 | $6,156+12.1% | $4,883+41.4% | $11,250-38.6% |