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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 | $82,386 | $129,737-36.5% | $119,126-30.8% | $154,746-46.8% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 17.74% | 379.08%-361.3pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,231 | $4,375-71.9% | $4,034-69.5% | $4,379-71.9% |
| Participant deferral / active EE | $3,340 | $5,842-42.8% | $5,318-37.2% | $6,730-50.4% |
| Admin fee / account holder | $1,097 | $11,961-90.8% | $10,693-89.7% | $14,365-92.4% |