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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 | $86,218 | $132,634-35.0% | $115,768-25.5% | $137,256-37.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 19.98% | 160.70%-140.7pp | 100.46%-80.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,685 | $3,360+9.7% | $2,940+25.3% | $4,156-11.3% |
| Participant deferral / active EE | $8,644 | $5,619+53.9% | $4,917+75.8% | $6,407+34.9% |
| Admin fee / account holder | $323 | $15,028-97.8% | $12,439-97.4% | $12,270-97.4% |