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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 | $85,415 | $157,296-45.7% | $141,191-39.5% | $152,897-44.1% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 21.60% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,871 | $5,262-45.4% | $4,736-39.4% | $4,764-39.7% |
| Participant deferral / active EE | $9,527 | $7,111+34.0% | $6,710+42.0% | $5,851+62.8% |
| Admin fee / account holder | $1,325 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |