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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 | $78,146 | $149,040-47.6% | $120,225-35.0% | $137,256-43.1% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 16.33% | 605.68%-589.4pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $849 | $4,350-80.5% | $3,475-75.6% | $4,156-79.6% |
| Participant deferral / active EE | $6,444 | $4,655+38.5% | $3,999+61.2% | $6,407+0.6% |
| Admin fee / account holder | $11,909 | $6,348+87.6% | $5,696+109.1% | $12,270-2.9% |