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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 | $31,501 | $129,737-75.7% | $119,126-73.6% | $154,746-79.6% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 12.33% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,973 | $4,375-54.9% | $4,034-51.1% | $4,379-55.0% |
| Participant deferral / active EE | $4,620 | $5,842-20.9% | $5,318-13.1% | $6,730-31.4% |
| Admin fee / account holder | $6,347 | $11,961-46.9% | $10,693-40.6% | $14,365-55.8% |