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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 | $132,099-34.7% | $115,599-25.4% | $138,895-37.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 19.98% | 176.76%-156.8pp | 111.10%-91.1pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,685 | $3,416+7.9% | $2,955+24.7% | $4,194-12.2% |
| Participant deferral / active EE | $8,644 | $5,617+53.9% | $4,889+76.8% | $6,396+35.1% |
| Admin fee / account holder | $323 | $15,650-97.9% | $12,841-97.5% | $12,562-97.4% |