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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 | $83,349 | $72,071+15.6% | $68,368+21.9% | $137,256-39.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 21.68% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,342 | $2,788-16.0% | $2,649-11.6% | $4,156-43.6% |
| Participant deferral / active EE | $8,075 | $4,410+83.1% | $4,123+95.9% | $6,407+26.0% |
| Admin fee / account holder | $302 | $5,336-94.3% | $5,150-94.1% | $12,270-97.5% |