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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 | $104,507 | $129,737-19.4% | $119,126-12.3% | $154,746-32.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 15.36% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,975 | $4,375-54.9% | $4,034-51.0% | $4,379-54.9% |
| Participant deferral / active EE | $10,846 | $5,842+85.7% | $5,318+104.0% | $6,730+61.2% |
| Admin fee / account holder | $725 | $11,961-93.9% | $10,693-93.2% | $14,365-95.0% |