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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 | $81,560 | $129,737-37.1% | $119,126-31.5% | $154,746-47.3% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 13.23% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,941 | $4,375-55.6% | $4,034-51.9% | $4,379-55.7% |
| Participant deferral / active EE | $2,939 | $5,842-49.7% | $5,318-44.7% | $6,730-56.3% |
| Admin fee / account holder | $319 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |