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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 | $115,317 | $129,737-11.1% | $119,126-3.2% | $154,746-25.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.41% | 379.08%-356.7pp | 282.11%-259.7pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,726 | $4,375-60.6% | $4,034-57.2% | $4,379-60.6% |
| Participant deferral / active EE | $13,000 | $5,842+122.5% | $5,318+144.5% | $6,730+93.2% |
| Admin fee / account holder | $675 | $11,961-94.4% | $10,693-93.7% | $14,365-95.3% |