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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 | $83,069 | $104,924-20.8% | $84,623-1.8% | $152,885-45.7% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.5%-38.0pp |
| Annual return | 30.80% | 373.82%-343.0pp | 258.77%-228.0pp | 345.39%-314.6pp |
| Employer contribution / active EE | $1,740 | $3,302-47.3% | $2,652-34.4% | $4,763-63.5% |
| Participant deferral / active EE | $8,903 | $4,689+89.9% | $3,899+128.3% | $5,851+52.2% |
| Admin fee / account holder | $1,586 | $6,242-74.6% | $4,913-67.7% | $11,598-86.3% |