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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 | $80,576 | $129,737-37.9% | $119,126-32.4% | $154,746-47.9% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 21.10% | 379.08%-358.0pp | 282.11%-261.0pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,403 | $4,375-45.1% | $4,034-40.4% | $4,379-45.1% |
| Participant deferral / active EE | $5,730 | $5,842-1.9% | $5,318+7.7% | $6,730-14.9% |
| Admin fee / account holder | $3,620 | $11,961-69.7% | $10,693-66.2% | $14,365-74.8% |