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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 | $99,076 | $129,737-23.6% | $119,126-16.8% | $154,746-36.0% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 20.53% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,453 | $4,375-66.8% | $4,034-64.0% | $4,379-66.8% |
| Participant deferral / active EE | $3,937 | $5,842-32.6% | $5,318-26.0% | $6,730-41.5% |
| Admin fee / account holder | $12,139 | $11,961+1.5% | $10,693+13.5% | $14,365-15.5% |