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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 | $106,952 | $129,737-17.6% | $119,126-10.2% | $154,746-30.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.11% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,392 | $4,375-68.2% | $4,034-65.5% | $4,379-68.2% |
| Participant deferral / active EE | $17,447 | $5,842+198.7% | $5,318+228.1% | $6,730+159.2% |
| Admin fee / account holder | $1,000 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |