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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 | $88,775 | $108,882-18.5% | $96,754-8.2% | $154,746-42.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 70.3%-15.7pp | 80.7%-26.2pp |
| Annual return | 17.54% | 98.39%-80.9pp | 82.04%-64.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,613 | $3,018-46.6% | $2,679-39.8% | $4,379-63.2% |
| Participant deferral / active EE | $9,323 | $5,323+75.2% | $4,758+95.9% | $6,730+38.5% |
| Admin fee / account holder | $339 | $10,200-96.7% | $8,905-96.2% | $14,365-97.6% |