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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 | $88,021 | $129,737-32.2% | $119,126-26.1% | $154,746-43.1% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 17.87% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,582 | $4,375-41.0% | $4,034-36.0% | $4,379-41.0% |
| Participant deferral / active EE | $5,913 | $5,842+1.2% | $5,318+11.2% | $6,730-12.2% |
| Admin fee / account holder | $582 | $11,961-95.1% | $10,693-94.6% | $14,365-95.9% |