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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 | $104,937-20.8% | $84,628-1.8% | $152,897-45.7% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.5%-38.0pp |
| Annual return | 30.80% | 373.88%-343.1pp | 258.80%-228.0pp | 345.43%-314.6pp |
| Employer contribution / active EE | $1,740 | $3,303-47.3% | $2,653-34.4% | $4,764-63.5% |
| Participant deferral / active EE | $8,903 | $4,690+89.8% | $3,900+128.3% | $5,851+52.2% |
| Admin fee / account holder | $1,586 | $6,243-74.6% | $4,914-67.7% | $11,599-86.3% |