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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 | $102,595-9.7% | $94,057-1.5% | $154,746-40.1% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 13.95% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,943 | $3,147-38.3% | $2,933-33.8% | $4,379-55.6% |
| Participant deferral / active EE | $7,898 | $5,118+54.3% | $4,709+67.7% | $6,730+17.3% |
| Admin fee / account holder | $7,821 | $7,736+1.1% | $7,244+8.0% | $14,365-45.6% |