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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 | $83,441 | $129,737-35.7% | $119,126-30.0% | $154,746-46.1% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.12% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,152 | $4,375-73.7% | $4,034-71.4% | $4,379-73.7% |
| Participant deferral / active EE | $1,930 | $5,842-67.0% | $5,318-63.7% | $6,730-71.3% |
| Admin fee / account holder | $1,113 | $11,961-90.7% | $10,693-89.6% | $14,365-92.3% |