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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 | $122,574 | $129,737-5.5% | $119,126+2.9% | $154,746-20.8% |
| Participation rate | 29.4% | 78.9%-49.4pp | 75.8%-46.3pp | 80.7%-51.3pp |
| Annual return | 18.88% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,773 | $4,375-59.5% | $4,034-56.0% | $4,379-59.5% |
| Participant deferral / active EE | $4,366 | $5,842-25.3% | $5,318-17.9% | $6,730-35.1% |
| Admin fee / account holder | $494 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |