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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 | $86,921 | $129,737-33.0% | $119,126-27.0% | $154,746-43.8% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 14.23% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,530 | $4,375-42.2% | $4,034-37.3% | $4,379-42.2% |
| Participant deferral / active EE | $5,834 | $5,842-0.1% | $5,318+9.7% | $6,730-13.3% |
| Admin fee / account holder | $5,407 | $11,961-54.8% | $10,693-49.4% | $14,365-62.4% |