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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 | $48,924 | $129,737-62.3% | $119,126-58.9% | $154,746-68.4% |
| Participation rate | 61.1% | 78.9%-17.7pp | 75.8%-14.6pp | 80.7%-19.6pp |
| Annual return | 17.48% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,529 | $4,375-65.1% | $4,034-62.1% | $4,379-65.1% |
| Participant deferral / active EE | $3,760 | $5,842-35.6% | $5,318-29.3% | $6,730-44.1% |
| Admin fee / account holder | $1,004 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |