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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 | $81,631 | $171,492-52.4% | $150,734-45.8% | $198,609-58.9% |
| Participation rate | 44.4% | 81.4%-37.0pp | 78.4%-34.0pp | 82.4%-37.9pp |
| Annual return | 9.83% | 804.70%-794.9pp | 600.81%-591.0pp | 202.70%-192.9pp |
| Employer contribution / active EE | $2,014 | $5,470-63.2% | $4,918-59.0% | $5,055-60.2% |
| Participant deferral / active EE | $6,227 | $6,259-0.5% | $5,610+11.0% | $6,977-10.7% |
| Admin fee / account holder | $7,385 | $17,628-58.1% | $14,905-50.5% | $19,030-61.2% |