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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 | $90,124 | $85,766+5.1% | $136,297-33.9% | $70,124+28.5% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 18.21% | 31.45%-13.2pp | 5156.19%-5138.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,463 | $2,966-17.0% | $4,696-47.6% | $2,342+5.1% |
| Participant deferral / active EE | $3,965 | $5,051-21.5% | $6,247-36.5% | $3,332+19.0% |
| Admin fee / account holder | $411 | $5,420-92.4% | $9,244-95.6% | $4,645-91.2% |