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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 | $90,520 | $129,737-30.2% | $119,126-24.0% | $154,746-41.5% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.04% | 379.08%-362.0pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,673 | $4,375-61.8% | $4,034-58.5% | $4,379-61.8% |
| Participant deferral / active EE | $7,364 | $5,842+26.1% | $5,318+38.5% | $6,730+9.4% |
| Admin fee / account holder | $6,066 | $11,961-49.3% | $10,693-43.3% | $14,365-57.8% |