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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 | $108,027 | $129,737-16.7% | $119,126-9.3% | $154,746-30.2% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 18.11% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,243 | $4,375-71.6% | $4,034-69.2% | $4,379-71.6% |
| Participant deferral / active EE | $5,463 | $5,842-6.5% | $5,318+2.7% | $6,730-18.8% |
| Admin fee / account holder | $749 | $11,961-93.7% | $10,693-93.0% | $14,365-94.8% |