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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 | $85,357 | $129,737-34.2% | $119,126-28.3% | $154,746-44.8% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 11.61% | 379.08%-367.5pp | 282.11%-270.5pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,705 | $4,375-61.0% | $4,034-57.7% | $4,379-61.1% |
| Participant deferral / active EE | $6,245 | $5,842+6.9% | $5,318+17.4% | $6,730-7.2% |
| Admin fee / account holder | $5,624 | $11,961-53.0% | $10,693-47.4% | $14,365-60.8% |