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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 | $89,022 | $129,737-31.4% | $119,126-25.3% | $154,746-42.5% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 11.76% | 379.08%-367.3pp | 282.11%-270.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,978 | $4,375-54.8% | $4,034-51.0% | $4,379-54.8% |
| Participant deferral / active EE | $5,753 | $5,842-1.5% | $5,318+8.2% | $6,730-14.5% |
| Admin fee / account holder | $3,891 | $11,961-67.5% | $10,693-63.6% | $14,365-72.9% |