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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 | $82,418 | $111,535-26.1% | $105,223-21.7% | $137,256-40.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 14.28% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,279 | $3,939-42.2% | $3,689-38.2% | $4,156-45.2% |
| Participant deferral / active EE | $3,378 | $5,500-38.6% | $5,072-33.4% | $6,407-47.3% |
| Admin fee / account holder | $569 | $9,721-94.1% | $8,859-93.6% | $12,270-95.4% |