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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 | $81,774 | $129,737-37.0% | $119,126-31.4% | $154,746-47.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 12.37% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,385 | $4,375-68.3% | $4,034-65.7% | $4,379-68.4% |
| Participant deferral / active EE | $4,189 | $5,842-28.3% | $5,318-21.2% | $6,730-37.8% |
| Admin fee / account holder | $327 | $11,961-97.3% | $10,693-96.9% | $14,365-97.7% |