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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 | $84,424 | $106,923-21.0% | $84,023+0.5% | $152,909-44.8% |
| Participation rate | 59.1% | 75.3%-16.2pp | 69.0%-9.9pp | 82.5%-23.4pp |
| Annual return | 37.01% | 105.02%-68.0pp | 71.32%-34.3pp | 345.46%-308.5pp |
| Employer contribution / active EE | $889 | $2,735-67.5% | $1,984-55.2% | $4,764-81.3% |
| Participant deferral / active EE | $4,666 | $4,013+16.3% | $3,239+44.0% | $5,851-20.3% |
| Admin fee / account holder | $2,668 | $8,289-67.8% | $6,102-56.3% | $11,601-77.0% |