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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 | $84,151 | $123,859-32.1% | $69,632+20.9% | $145,897-42.3% |
| Participation rate | 69.6% | 69.2%+0.4pp | 66.4%+3.1pp | 80.3%-10.7pp |
| Annual return | 10.95% | 192.49%-181.5pp | 101.32%-90.4pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,740 | $2,673-34.9% | $1,708+1.8% | $4,663-62.7% |
| Participant deferral / active EE | $2,404 | $4,242-43.3% | $2,889-16.8% | $6,689-64.1% |
| Admin fee / account holder | $403 | $7,817-94.8% | $4,695-91.4% | $13,390-97.0% |