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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 | $97,859 | $111,878-12.5% | $93,727+4.4% | $145,897-32.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 18.63% | 204.28%-185.6pp | 133.83%-115.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $868 | $3,092-71.9% | $2,421-64.2% | $4,663-81.4% |
| Participant deferral / active EE | $5,532 | $4,920+12.4% | $4,417+25.2% | $6,689-17.3% |
| Admin fee / account holder | $6,103 | $10,256-40.5% | $8,292-26.4% | $13,390-54.4% |