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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 | $86,426 | $129,737-33.4% | $119,126-27.4% | $154,746-44.1% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 14.70% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,201 | $4,375-49.7% | $4,034-45.4% | $4,379-49.7% |
| Participant deferral / active EE | $4,957 | $5,842-15.1% | $5,318-6.8% | $6,730-26.3% |
| Admin fee / account holder | $3,910 | $11,961-67.3% | $10,693-63.4% | $14,365-72.8% |