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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 | $93,147 | $129,737-28.2% | $119,126-21.8% | $154,746-39.8% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 20.75% | 379.08%-358.3pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,893 | $4,375-33.9% | $4,034-28.3% | $4,379-33.9% |
| Participant deferral / active EE | $4,696 | $5,842-19.6% | $5,318-11.7% | $6,730-30.2% |
| Admin fee / account holder | $826 | $11,961-93.1% | $10,693-92.3% | $14,365-94.2% |