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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 | $74,446 | $129,737-42.6% | $119,126-37.5% | $154,746-51.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 20.34% | 379.08%-358.7pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,734 | $4,375-60.4% | $4,034-57.0% | $4,379-60.4% |
| Participant deferral / active EE | $5,637 | $5,842-3.5% | $5,318+6.0% | $6,730-16.2% |
| Admin fee / account holder | $1,347 | $11,961-88.7% | $10,693-87.4% | $14,365-90.6% |