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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 | $92,618 | $70,366+31.6% | $66,674+38.9% | $138,895-33.3% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.7%-15.3pp | 79.9%-21.6pp |
| Annual return | 13.95% | 386.41%-372.5pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,943 | $2,765-29.7% | $2,620-25.9% | $4,194-53.7% |
| Participant deferral / active EE | $7,898 | $4,374+80.6% | $4,084+93.4% | $6,396+23.5% |
| Admin fee / account holder | $7,821 | $5,262+48.6% | $5,098+53.4% | $12,562-37.7% |