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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 | $92,933 | $175,231-47.0% | $149,696-37.9% | $139,466-33.4% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 22.40% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,731 | $5,478-68.4% | $4,821-64.1% | $4,754-63.6% |
| Participant deferral / active EE | $7,119 | $6,521+9.2% | $5,682+25.3% | $6,712+6.1% |
| Admin fee / account holder | $2,279 | $16,155-85.9% | $13,212-82.7% | $11,409-80.0% |