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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 | $31,396 | $129,737-75.8% | $119,126-73.6% | $154,746-79.7% |
| Participation rate | 68.4% | 78.9%-10.4pp | 75.8%-7.3pp | 80.7%-12.3pp |
| Annual return | 21.41% | 379.08%-357.7pp | 282.11%-260.7pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,193 | $4,375-49.9% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $3,532 | $5,842-39.5% | $5,318-33.6% | $6,730-47.5% |
| Admin fee / account holder | $579 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |