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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 | $83,272 | $90,691-8.2% | $76,119+9.4% | $145,884-42.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.54% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,711 | $3,329-18.6% | $2,693+0.7% | $4,662-41.9% |
| Participant deferral / active EE | $7,643 | $5,167+47.9% | $4,259+79.4% | $6,690+14.3% |
| Admin fee / account holder | $344 | $8,383-95.9% | $6,421-94.6% | $13,392-97.4% |