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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 | $20,636 | $129,737-84.1% | $119,126-82.7% | $154,746-86.7% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 13.98% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,924 | $4,375-56.0% | $4,034-52.3% | $4,379-56.1% |
| Participant deferral / active EE | $2,191 | $5,842-62.5% | $5,318-58.8% | $6,730-67.5% |
| Admin fee / account holder | $2,108 | $11,961-82.4% | $10,693-80.3% | $14,365-85.3% |