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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 | $86,893 | $226,090-61.6% | $182,531-52.4% | $152,885-43.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 24.59% | 192.57%-168.0pp | 148.57%-124.0pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,260 | $4,978-74.7% | $4,075-69.1% | $4,763-73.6% |
| Participant deferral / active EE | $8,934 | $6,369+40.3% | $5,525+61.7% | $5,851+52.7% |
| Admin fee / account holder | $794 | $10,705-92.6% | $8,593-90.8% | $11,598-93.2% |