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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 | $84,943 | $102,595-17.2% | $94,057-9.7% | $154,746-45.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 13.94% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,493 | $3,147-52.6% | $2,933-49.1% | $4,379-65.9% |
| Participant deferral / active EE | $1,796 | $5,118-64.9% | $4,709-61.9% | $6,730-73.3% |
| Admin fee / account holder | $1,472 | $7,736-81.0% | $7,244-79.7% | $14,365-89.8% |