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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 | $97,723 | $129,737-24.7% | $119,126-18.0% | $154,746-36.8% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 17.50% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,187 | $4,375-72.9% | $4,034-70.6% | $4,379-72.9% |
| Participant deferral / active EE | $6,943 | $5,842+18.8% | $5,318+30.6% | $6,730+3.2% |
| Admin fee / account holder | $32,637 | $11,961+172.9% | $10,693+205.2% | $14,365+127.2% |