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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 | $89,078 | $70,366+26.6% | $66,674+33.6% | $138,895-35.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.04% | 386.41%-369.4pp | 321.24%-304.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $840 | $2,765-69.6% | $2,620-67.9% | $4,194-80.0% |
| Participant deferral / active EE | $6,291 | $4,374+43.8% | $4,084+54.0% | $6,396-1.6% |
| Admin fee / account holder | $1,470 | $5,262-72.1% | $5,098-71.2% | $12,562-88.3% |