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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 | $96,923 | $129,737-25.3% | $119,126-18.6% | $154,746-37.4% |
| Participation rate | 43.5% | 78.9%-35.4pp | 75.8%-32.3pp | 80.7%-37.2pp |
| Annual return | 15.30% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,316 | $4,375-69.9% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $4,188 | $5,842-28.3% | $5,318-21.2% | $6,730-37.8% |
| Admin fee / account holder | $2,451 | $11,961-79.5% | $10,693-77.1% | $14,365-82.9% |