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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 | $67,171 | $129,737-48.2% | $119,126-43.6% | $154,746-56.6% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 28.82% | 379.08%-350.3pp | 282.11%-253.3pp | 172.34%-143.5pp |
| Employer contribution / active EE | $2,798 | $4,375-36.1% | $4,034-30.6% | $4,379-36.1% |
| Participant deferral / active EE | $8,082 | $5,842+38.3% | $5,318+52.0% | $6,730+20.1% |
| Admin fee / account holder | $7,526 | $11,961-37.1% | $10,693-29.6% | $14,365-47.6% |