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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 | $80,612 | $129,737-37.9% | $119,126-32.3% | $154,746-47.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.97% | 379.08%-358.1pp | 282.11%-261.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,097 | $4,375-52.1% | $4,034-48.0% | $4,379-52.1% |
| Participant deferral / active EE | $7,805 | $5,842+33.6% | $5,318+46.8% | $6,730+16.0% |
| Admin fee / account holder | $1,189 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |