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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 | $90,489-8.0% | $76,051+9.5% | $145,978-43.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.54% | 622.78%-609.2pp | 360.42%-346.9pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,711 | $3,319-18.3% | $2,690+0.8% | $4,662-41.9% |
| Participant deferral / active EE | $7,643 | $5,164+48.0% | $4,257+79.5% | $6,690+14.3% |
| Admin fee / account holder | $344 | $8,374-95.9% | $6,416-94.6% | $13,400-97.4% |