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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 | $86,404 | $129,737-33.4% | $119,126-27.5% | $154,746-44.2% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 15.15% | 379.08%-363.9pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,248 | $4,375-71.5% | $4,034-69.1% | $4,379-71.5% |
| Participant deferral / active EE | $3,347 | $5,842-42.7% | $5,318-37.1% | $6,730-50.3% |
| Admin fee / account holder | $1,835 | $11,961-84.7% | $10,693-82.8% | $14,365-87.2% |