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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 | $96,023 | $129,737-26.0% | $119,126-19.4% | $154,746-37.9% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 13.12% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $968 | $4,375-77.9% | $4,034-76.0% | $4,379-77.9% |
| Participant deferral / active EE | $3,795 | $5,842-35.0% | $5,318-28.6% | $6,730-43.6% |
| Admin fee / account holder | $824 | $11,961-93.1% | $10,693-92.3% | $14,365-94.3% |