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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 | $38,516 | $129,737-70.3% | $119,126-67.7% | $154,746-75.1% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 17.19% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,034 | $4,375-76.4% | $4,034-74.4% | $4,379-76.4% |
| Participant deferral / active EE | $1,858 | $5,842-68.2% | $5,318-65.1% | $6,730-72.4% |
| Admin fee / account holder | $5,342 | $11,961-55.3% | $10,693-50.0% | $14,365-62.8% |