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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 | $87,304 | $129,737-32.7% | $119,126-26.7% | $154,746-43.6% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 13.39% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,607 | $4,375-63.3% | $4,034-60.2% | $4,379-63.3% |
| Participant deferral / active EE | $6,262 | $5,842+7.2% | $5,318+17.7% | $6,730-7.0% |
| Admin fee / account holder | $1,249 | $11,961-89.6% | $10,693-88.3% | $14,365-91.3% |