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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 | $96,627 | $125,778-23.2% | $114,563-15.7% | $154,746-37.6% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.9%-14.6pp | 80.7%-22.4pp |
| Annual return | 14.87% | 295.14%-280.3pp | 241.09%-226.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,334 | $2,806-16.8% | $2,592-10.0% | $4,379-46.7% |
| Participant deferral / active EE | $7,703 | $4,445+73.3% | $4,142+86.0% | $6,730+14.4% |
| Admin fee / account holder | $2,925 | $8,190-64.3% | $7,623-61.6% | $14,365-79.6% |