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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 | $87,725 | $129,737-32.4% | $119,126-26.4% | $154,746-43.3% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 17.49% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,194 | $4,375-49.8% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $7,729 | $5,842+32.3% | $5,318+45.3% | $6,730+14.8% |
| Admin fee / account holder | $1,425 | $11,961-88.1% | $10,693-86.7% | $14,365-90.1% |