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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 | $85,019 | $129,737-34.5% | $119,126-28.6% | $154,746-45.1% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 15.26% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,840 | $4,375-57.9% | $4,034-54.4% | $4,379-58.0% |
| Participant deferral / active EE | $4,111 | $5,842-29.6% | $5,318-22.7% | $6,730-38.9% |
| Admin fee / account holder | $1,458 | $11,961-87.8% | $10,693-86.4% | $14,365-89.9% |