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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 | $99,640 | $70,366+41.6% | $66,674+49.4% | $138,895-28.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 17.79% | 386.41%-368.6pp | 321.24%-303.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,850 | $2,765-33.1% | $2,620-29.4% | $4,194-55.9% |
| Participant deferral / active EE | $8,730 | $4,374+99.6% | $4,084+113.8% | $6,396+36.5% |
| Admin fee / account holder | $8,352 | $5,262+58.7% | $5,098+63.8% | $12,562-33.5% |