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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 | $83,777 | $148,582-43.6% | $135,942-38.4% | $139,456-39.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.56% | 79.26%-55.7pp | 68.28%-44.7pp | 373.45%-349.9pp |
| Employer contribution / active EE | $1,705 | $5,245-67.5% | $4,858-64.9% | $4,753-64.1% |
| Participant deferral / active EE | $9,586 | $8,101+18.3% | $7,759+23.5% | $6,711+42.8% |
| Admin fee / account holder | $1,071 | $12,402-91.4% | $10,764-90.0% | $11,407-90.6% |