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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 | $60,060 | $129,737-53.7% | $119,126-49.6% | $154,746-61.2% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 13.68% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,023 | $4,375-76.6% | $4,034-74.6% | $4,379-76.6% |
| Participant deferral / active EE | $3,609 | $5,842-38.2% | $5,318-32.1% | $6,730-46.4% |
| Admin fee / account holder | $1,389 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |