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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 | $70,018 | $129,737-46.0% | $119,126-41.2% | $154,746-54.8% |
| Participation rate | 54.2% | 78.9%-24.7pp | 75.8%-21.6pp | 80.7%-26.5pp |
| Annual return | 19.34% | 379.08%-359.7pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,121 | $4,375-51.5% | $4,034-47.4% | $4,379-51.6% |
| Participant deferral / active EE | $4,430 | $5,842-24.2% | $5,318-16.7% | $6,730-34.2% |
| Admin fee / account holder | $2,444 | $11,961-79.6% | $10,693-77.1% | $14,365-83.0% |