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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 | $83,878 | $107,944-22.3% | $91,994-8.8% | $152,885-45.1% |
| Participation rate | 37.5% | 81.2%-43.7pp | 78.6%-41.1pp | 82.5%-45.0pp |
| Annual return | 14.30% | 89.26%-75.0pp | 69.03%-54.7pp | 345.39%-331.1pp |
| Employer contribution / active EE | $1,865 | $4,210-55.7% | $3,452-46.0% | $4,763-60.8% |
| Participant deferral / active EE | $5,243 | $6,365-17.6% | $5,923-11.5% | $5,851-10.4% |
| Admin fee / account holder | $8,221 | $10,521-21.9% | $7,743+6.2% | $11,598-29.1% |