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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 | $87,033 | $129,737-32.9% | $119,126-26.9% | $154,746-43.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.95% | 379.08%-361.1pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,260 | $4,375-25.5% | $4,034-19.2% | $4,379-25.6% |
| Participant deferral / active EE | $9,412 | $5,842+61.1% | $5,318+77.0% | $6,730+39.8% |
| Admin fee / account holder | $407 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |