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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 | $83,974 | $209,425-59.9% | $178,499-53.0% | $158,966-47.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 18.22% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $2,503 | $5,707-56.1% | $5,011-50.0% | $4,762-47.4% |
| Participant deferral / active EE | $6,258 | $5,955+5.1% | $5,202+20.3% | $5,983+4.6% |
| Admin fee / account holder | $340 | $17,078-98.0% | $13,986-97.6% | $11,250-97.0% |