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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 | $79,896 | $81,664-2.2% | $70,476+13.4% | $158,966-49.7% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 26.07% | 208.59%-182.5pp | 109.12%-83.0pp | 302.95%-276.9pp |
| Employer contribution / active EE | $2,210 | $3,219-31.4% | $2,738-19.3% | $4,762-53.6% |
| Participant deferral / active EE | $14,982 | $4,556+228.8% | $3,710+303.8% | $5,983+150.4% |
| Admin fee / account holder | $1,335 | $6,197-78.5% | $3,847-65.3% | $11,250-88.1% |