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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 | $99,113 | $175,259-43.4% | $149,723-33.8% | $139,487-28.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.14% | 166.82%-143.7pp | 134.50%-111.4pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,292 | $5,478-39.9% | $4,821-31.7% | $4,755-30.8% |
| Participant deferral / active EE | $10,215 | $6,522+56.6% | $5,682+79.8% | $6,713+52.2% |
| Admin fee / account holder | $3,783 | $16,158-76.6% | $13,215-71.4% | $11,407-66.8% |