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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 | $84,303 | $125,778-33.0% | $114,563-26.4% | $154,746-45.5% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.9%-31.2pp | 80.7%-39.0pp |
| Annual return | 20.51% | 295.14%-274.6pp | 241.09%-220.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $933 | $2,806-66.7% | $2,592-64.0% | $4,379-78.7% |
| Participant deferral / active EE | $5,581 | $4,445+25.6% | $4,142+34.7% | $6,730-17.1% |
| Admin fee / account holder | $1,361 | $8,190-83.4% | $7,623-82.1% | $14,365-90.5% |