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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 | $94,330 | $109,908-14.2% | $97,161-2.9% | $145,978-35.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 12.69% | 243.80%-231.1pp | 75.36%-62.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,643 | $3,077-14.1% | $2,723-3.0% | $4,662-43.3% |
| Participant deferral / active EE | $8,197 | $4,679+75.2% | $4,265+92.2% | $6,690+22.5% |
| Admin fee / account holder | $1,006 | $6,213-83.8% | $5,647-82.2% | $13,400-92.5% |