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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 | $30,269 | $111,535-72.9% | $105,223-71.2% | $137,256-77.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 19.25% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,546 | $3,939-60.7% | $3,689-58.1% | $4,156-62.8% |
| Participant deferral / active EE | $3,380 | $5,500-38.5% | $5,072-33.4% | $6,407-47.2% |
| Admin fee / account holder | $1,057 | $9,721-89.1% | $8,859-88.1% | $12,270-91.4% |