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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 | $83,092 | $129,737-36.0% | $119,126-30.2% | $154,746-46.3% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.13% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,197 | $4,375-49.8% | $4,034-45.5% | $4,379-49.8% |
| Participant deferral / active EE | $22,603 | $5,842+286.9% | $5,318+325.0% | $6,730+235.8% |
| Admin fee / account holder | $1,907 | $11,961-84.1% | $10,693-82.2% | $14,365-86.7% |