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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 | $120,054 | $129,737-7.5% | $119,126+0.8% | $154,746-22.4% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 18.52% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,602 | $4,375-63.4% | $4,034-60.3% | $4,379-63.4% |
| Participant deferral / active EE | $4,740 | $5,842-18.9% | $5,318-10.9% | $6,730-29.6% |
| Admin fee / account holder | $1,381 | $11,961-88.5% | $10,693-87.1% | $14,365-90.4% |