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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 | $97,087 | $129,737-25.2% | $119,126-18.5% | $154,746-37.3% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 17.53% | 379.08%-361.5pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,031 | $4,375-53.6% | $4,034-49.6% | $4,379-53.6% |
| Participant deferral / active EE | $5,275 | $5,842-9.7% | $5,318-0.8% | $6,730-21.6% |
| Admin fee / account holder | $321 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |