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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 | $61,129 | $104,924-41.7% | $84,623-27.8% | $152,885-60.0% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.5%-14.3pp |
| Annual return | 22.24% | 373.82%-351.6pp | 258.77%-236.5pp | 345.39%-323.1pp |
| Employer contribution / active EE | $791 | $3,302-76.1% | $2,652-70.2% | $4,763-83.4% |
| Participant deferral / active EE | $3,795 | $4,689-19.1% | $3,899-2.7% | $5,851-35.1% |
| Admin fee / account holder | $8,614 | $6,242+38.0% | $4,913+75.3% | $11,598-25.7% |