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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 | $87,327 | $129,737-32.7% | $119,126-26.7% | $154,746-43.6% |
| Participation rate | 64.3% | 78.9%-14.6pp | 75.8%-11.5pp | 80.7%-16.4pp |
| Annual return | 16.32% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $5,877 | $4,375+34.3% | $4,034+45.7% | $4,379+34.2% |
| Participant deferral / active EE | $4,714 | $5,842-19.3% | $5,318-11.4% | $6,730-30.0% |
| Admin fee / account holder | $1,078 | $11,961-91.0% | $10,693-89.9% | $14,365-92.5% |