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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 | $89,425 | $129,737-31.1% | $119,126-24.9% | $154,746-42.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 15.62% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,514 | $4,375-65.4% | $4,034-62.5% | $4,379-65.4% |
| Participant deferral / active EE | $2,810 | $5,842-51.9% | $5,318-47.2% | $6,730-58.3% |
| Admin fee / account holder | $367 | $11,961-96.9% | $10,693-96.6% | $14,365-97.4% |