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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 | $99,499 | $129,737-23.3% | $119,126-16.5% | $154,746-35.7% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 18.27% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,802 | $4,375-58.8% | $4,034-55.3% | $4,379-58.9% |
| Participant deferral / active EE | $5,979 | $5,842+2.3% | $5,318+12.4% | $6,730-11.2% |
| Admin fee / account holder | $377 | $11,961-96.8% | $10,693-96.5% | $14,365-97.4% |