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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 | $86,214 | $129,737-33.5% | $119,126-27.6% | $154,746-44.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.40% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,194 | $4,375-72.7% | $4,034-70.4% | $4,379-72.7% |
| Participant deferral / active EE | $10,777 | $5,842+84.5% | $5,318+102.6% | $6,730+60.1% |
| Admin fee / account holder | $1,142 | $11,961-90.5% | $10,693-89.3% | $14,365-92.1% |