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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 | $63,367 | $129,737-51.2% | $119,126-46.8% | $154,746-59.1% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 26.12% | 379.08%-353.0pp | 282.11%-256.0pp | 172.34%-146.2pp |
| Employer contribution / active EE | $1,884 | $4,375-56.9% | $4,034-53.3% | $4,379-57.0% |
| Participant deferral / active EE | $5,454 | $5,842-6.6% | $5,318+2.6% | $6,730-19.0% |
| Admin fee / account holder | $4,341 | $11,961-63.7% | $10,693-59.4% | $14,365-69.8% |