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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 | $80,898 | $226,135-64.2% | $182,558-55.7% | $152,909-47.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 26.64% | 192.60%-166.0pp | 148.59%-121.9pp | 345.46%-318.8pp |
| Employer contribution / active EE | $775 | $4,979-84.4% | $4,076-81.0% | $4,764-83.7% |
| Participant deferral / active EE | $8,510 | $6,371+33.6% | $5,526+54.0% | $5,851+45.4% |
| Admin fee / account holder | $720 | $10,707-93.3% | $8,594-91.6% | $11,601-93.8% |