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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 | $74,980 | $129,737-42.2% | $119,126-37.1% | $154,746-51.5% |
| Participation rate | 38.1% | 78.9%-40.8pp | 75.8%-37.7pp | 80.7%-42.6pp |
| Annual return | 17.82% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,129 | $4,375-74.2% | $4,034-72.0% | $4,379-74.2% |
| Participant deferral / active EE | $3,516 | $5,842-39.8% | $5,318-33.9% | $6,730-47.8% |
| Admin fee / account holder | $11,455 | $11,961-4.2% | $10,693+7.1% | $14,365-20.3% |