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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 | $98,030 | $129,737-24.4% | $119,126-17.7% | $154,746-36.7% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 13.24% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,282 | $4,375-47.8% | $4,034-43.4% | $4,379-47.9% |
| Participant deferral / active EE | $4,160 | $5,842-28.8% | $5,318-21.8% | $6,730-38.2% |
| Admin fee / account holder | $5,359 | $11,961-55.2% | $10,693-49.9% | $14,365-62.7% |