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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 | $98,786 | $129,737-23.9% | $119,126-17.1% | $154,746-36.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 18.26% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,760 | $4,375-59.8% | $4,034-56.4% | $4,379-59.8% |
| Participant deferral / active EE | $5,031 | $5,842-13.9% | $5,318-5.4% | $6,730-25.2% |
| Admin fee / account holder | $2,539 | $11,961-78.8% | $10,693-76.3% | $14,365-82.3% |