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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 | $86,992 | $148,623-41.5% | $135,974-36.0% | $139,466-37.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 16.90% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,340 | $5,246-55.4% | $4,859-51.8% | $4,754-50.8% |
| Participant deferral / active EE | $11,409 | $8,103+40.8% | $7,760+47.0% | $6,712+70.0% |
| Admin fee / account holder | $354 | $12,406-97.1% | $10,767-96.7% | $11,409-96.9% |