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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 | $103,570 | $129,737-20.2% | $119,126-13.1% | $154,746-33.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.34% | 379.08%-363.7pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,198 | $4,375-49.8% | $4,034-45.5% | $4,379-49.8% |
| Participant deferral / active EE | $3,824 | $5,842-34.5% | $5,318-28.1% | $6,730-43.2% |
| Admin fee / account holder | $4,710 | $11,961-60.6% | $10,693-56.0% | $14,365-67.2% |